Omnia Family Wealth’s Block Inc XYZ Stock Holding History

Omnia Family Wealth’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
2019 Q2	–	Sell	-133	Closed	-$10K	–	545
2019 Q1	$10K	Buy	+133	New	+$9.64K	﹤0.01%	265

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Omnia Family Wealth's XYZ Position: Q2 2019 in Review

Omnia Family Wealth sold out of Block Inc (XYZ) in Q2 2019, closing a stake of 133 shares — an estimated $10K sold.

Omnia Family Wealth first reported a position in XYZ in Q1 2019 and held it in 1 quarter. The position peaked at $10K in Q1 2019. 754 funds tracked by Wall St. Rank hold XYZ as of Q2 2019.

Omnia Family Wealth reported no remaining Block Inc position as of Q2 2019 after selling out during the quarter.
Omnia Family Wealth sold 133 Block Inc shares in Q2 2019, an estimated $10K.
Omnia Family Wealth first reported a position in Block Inc in Q1 2019 and held it in 1 quarter.
Omnia Family Wealth's Block Inc position peaked at $10K in Q1 2019.
754 funds tracked by Wall St. Rank held Block Inc as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.