PCWA
XYZ

Pacific Capital Wealth Advisors’s Block Inc XYZ Stock Holding History

Pacific Capital Wealth Advisors’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
2024
Q3 		– Sell
-293
Closed -$18.9K – 612
2024
Q2 		$18.9K Buy
+293
New +$20.5K ﹤0.01% 242

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Pacific Capital Wealth Advisors's XYZ Position: Q3 2024 in Review

Pacific Capital Wealth Advisors sold out of Block Inc (XYZ) in Q3 2024, closing a stake of 293 shares — an estimated $18.9K sold.

Pacific Capital Wealth Advisors first reported a position in XYZ in Q2 2024 and held it in 1 quarter. The position peaked at $18.9K in Q2 2024. 986 funds tracked by Wall St. Rank hold XYZ as of Q3 2024.

  • Pacific Capital Wealth Advisors reported no remaining Block Inc position as of Q3 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 293 Block Inc shares in Q3 2024, an estimated $18.9K.
  • Pacific Capital Wealth Advisors first reported a position in Block Inc in Q2 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Block Inc position peaked at $18.9K in Q2 2024.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q3 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.