PCA
XYZ

Personal Capital Advisors’s Block Inc XYZ Stock Holding History

Personal Capital 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
2022
Q4 		$278K Sell
4,426
-177
-4% -$10.9K ﹤0.01% 400
2022
Q3 		$253K Buy
4,603
+798
+21% +$56.5K ﹤0.01% 394
2022
Q2 		$234K Sell
3,805
-1,080
-22% -$98.7K ﹤0.01% 400
2022
Q1 		$662K Sell
4,885
-490
-9% -$59.3K ﹤0.01% 278
2021
Q4 		$846K Buy
5,375
+530
+11% +$115K ﹤0.01% 273
2021
Q3 		$1.16M Buy
4,845
+1,521
+46% +$391K 0.01% 246
2021
Q2 		$810K Buy
3,324
+282
+9% +$65.4K ﹤0.01% 263
2021
Q1 		$691K Sell
3,042
-681
-18% -$159K ﹤0.01% 273
2020
Q4 		$810K Buy
3,723
+575
+18% +$112K 0.01% 262
2020
Q3 		$512K Sell
3,148
-274
-8% -$38.7K ﹤0.01% 283
2020
Q2 		$359K Buy
+3,422
New +$262K ﹤0.01% 271
2019
Q2 		– Sell
-4,191
Closed -$314K – 347
2019
Q1 		$314K Buy
+4,191
New +$304K ﹤0.01% 264
2018
Q1 		– Sell
-8,596
Closed -$298K – 281
2017
Q4 		$298K Buy
+8,596
New +$315K 0.01% 207

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

Personal Capital Advisors's XYZ Position: Q4 2022 in Review

Personal Capital Advisors reduced its Block Inc (XYZ) stake by 3.8% in Q4 2022, selling an estimated $10.9K and leaving 4,426 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #400.

Personal Capital Advisors first reported a position in XYZ in Q4 2017 and has held it in 13 quarters since. The position peaked at $1.16M in Q3 2021. 1,004 funds tracked by Wall St. Rank hold XYZ as of Q4 2022.

  • Personal Capital Advisors held 4,426 shares of Block Inc worth $278K as of Q4 2022.
  • Personal Capital Advisors sold 177 Block Inc shares in Q4 2022, an estimated $10.9K.
  • Block Inc made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #400 holding.
  • Personal Capital Advisors first reported a position in Block Inc in Q4 2017 and has held it in 13 quarters since.
  • Personal Capital Advisors's Block Inc position peaked at $1.16M in Q3 2021.
  • 1,004 funds tracked by Wall St. Rank held Block Inc as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.