NIM
XYZ

NuWave Investment Management’s Block Inc XYZ Stock Holding History

NuWave Investment Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$180K Buy
+3,268
New +$231K 0.21% 166
2022
Q1 		– Sell
-7,663
Closed -$1.24M – 399
2021
Q4 		$1.24M Buy
7,663
+6,486
+551% +$1.41M 1.4% 7
2021
Q3 		$282K Buy
1,177
+1,148
+3,959% +$295K 0.32% 117
2021
Q2 		$7K Sell
29
-867
-97% -$201K 0.01% 312
2021
Q1 		$203K Sell
896
-3,280
-79% -$767K 0.26% 136
2020
Q4 		$909K Buy
4,176
+4,144
+12,950% +$808K 1.19% 15
2020
Q3 		$5K Buy
+32
New +$4.52K 0.01% 376

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NuWave Investment Management's XYZ Position: Q3 2022 in Review

NuWave Investment Management opened a new position in Block Inc (XYZ) in Q3 2022: 3,268 shares worth $180K. The stake represents 0.21% of the portfolio and ranks #166 among its holdings. This is a return to the name: NuWave Investment Management previously reported a position in XYZ as recently as Q4 2021.

NuWave Investment Management first reported a position in XYZ in Q3 2020 and has held it in 7 quarters since. The position peaked at $1.24M in Q4 2021. 971 funds tracked by Wall St. Rank hold XYZ as of Q3 2022.

  • NuWave Investment Management held 3,268 shares of Block Inc worth $180K as of Q3 2022.
  • Block Inc was a new NuWave Investment Management position in Q3 2022.
  • Block Inc made up 0.21% of NuWave Investment Management's portfolio in Q3 2022, its #166 holding.
  • NuWave Investment Management first reported a position in Block Inc in Q3 2020 and has held it in 7 quarters since.
  • NuWave Investment Management's Block Inc position peaked at $1.24M in Q4 2021.
  • 971 funds tracked by Wall St. Rank held Block Inc as of Q3 2022.

Based on NuWave Investment Management's 13F filing for Q3 2022, filed 21 Oct 2022.