PWA
XYZ

Phoenix Wealth Advisors’s Block Inc XYZ Stock Holding History

Phoenix 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
2022
Q3 		– Sell
-5,900
Closed -$363K – 120
2022
Q2 		$363K Sell
5,900
-682
-10% -$62.3K 0.36% 66
2022
Q1 		$848K Buy
6,582
+3,051
+86% +$369K 0.88% 28
2021
Q4 		$570K Sell
3,531
-408
-10% -$88.4K 0.43% 57
2021
Q3 		$945K Sell
3,939
-883
-18% -$227K 0.71% 36
2021
Q2 		$1.19M Sell
4,822
-3,150
-40% -$731K 0.86% 32
2021
Q1 		$1.83M Buy
7,972
+531
+7% +$124K 1.42% 29
2020
Q4 		$1.62M Buy
+7,441
New +$1.45M 1.23% 30

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 $154B AUM 29.96% 1-Year Est. Return

Phoenix Wealth Advisors's XYZ Position: Q3 2022 in Review

Phoenix Wealth Advisors sold out of Block Inc (XYZ) in Q3 2022, closing a stake of 5,900 shares — an estimated $363K sold.

Phoenix Wealth Advisors first reported a position in XYZ in Q4 2020 and held it in 7 quarters. The position peaked at $1.83M in Q1 2021. 970 funds tracked by Wall St. Rank hold XYZ as of Q3 2022.

  • Phoenix Wealth Advisors reported no remaining Block Inc position as of Q3 2022 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 5,900 Block Inc shares in Q3 2022, an estimated $363K.
  • Phoenix Wealth Advisors first reported a position in Block Inc in Q4 2020 and held it in 7 quarters.
  • Phoenix Wealth Advisors's Block Inc position peaked at $1.83M in Q1 2021.
  • 970 funds tracked by Wall St. Rank held Block Inc as of Q3 2022.

Based on Phoenix Wealth Advisors's 13F filing for Q3 2022, filed 7 Nov 2022.