OPW
XYZ

Oxler Private Wealth’s Block Inc XYZ Stock Holding History

Oxler Private 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
2022
Q4 		– Sell
-460
Closed -$25.3K – 342
2022
Q3 		$25.3K Buy
460
+225
+96% +$15.9K 0.01% 271
2022
Q2 		$14.4K Buy
+235
New +$21.5K 0.01% 196
2021
Q4 		– Sell
-1,075
Closed -$257K – 127
2021
Q3 		$257K Hold
1,075
– – 0.11% 116
2021
Q2 		$262K Hold
1,075
– – 0.11% 116
2021
Q1 		$244K Hold
1,075
– – 0.12% 109
2020
Q4 		$233K Buy
+1,075
New +$210K 0.13% 95

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Oxler Private Wealth's XYZ Position: Q4 2022 in Review

Oxler Private Wealth sold out of Block Inc (XYZ) in Q4 2022, closing a stake of 460 shares — an estimated $25.3K sold.

Oxler Private Wealth first reported a position in XYZ in Q4 2020 and held it in 6 quarters. The position peaked at $262K in Q2 2021. 1,005 funds tracked by Wall St. Rank hold XYZ as of Q4 2022.

  • Oxler Private Wealth reported no remaining Block Inc position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 460 Block Inc shares in Q4 2022, an estimated $25.3K.
  • Oxler Private Wealth first reported a position in Block Inc in Q4 2020 and held it in 6 quarters.
  • Oxler Private Wealth's Block Inc position peaked at $262K in Q2 2021.
  • 1,005 funds tracked by Wall St. Rank held Block Inc as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.