Pictet North America Advisors’s Block Inc XYZ Stock Holding History

Pictet North America 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 Q2	–	Sell	-1,611	Closed	-$219K	–	153
2022 Q1	$219K	Hold	1,611	–	–	0.03%	123
2021 Q4	$260K	Hold	1,611	–	–	0.03%	118
2021 Q3	$386K	Hold	1,611	–	–	0.04%	104
2021 Q2	$393K	Hold	1,611	–	–	0.04%	106
2021 Q1	$366K	Hold	1,611	–	–	0.04%	105
2020 Q4	$351K	Hold	1,611	–	–	0.04%	109
2020 Q3	$262K	Buy	+1,611	New	+$227K	0.04%	117
2019 Q2	–	Sell	-28,020	Closed	-$2.1M	–	160
2019 Q1	$2.1M	Sell	28,020 -1,471	-5%	-$107K	0.31%	52
2018 Q4	$1.65M	Buy	+29,491	New	+$2.08M	0.15%	56

Other funds holding XYZ

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

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

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $175B AUM 40.63% 1-Year Est. Return

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

Pictet North America Advisors's XYZ Position: Q2 2022 in Review

Pictet North America Advisors sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 1,611 shares — an estimated $219K sold.

Pictet North America Advisors first reported a position in XYZ in Q4 2018 and held it in 9 quarters. The position peaked at $2.1M in Q1 2019. 1,028 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

Pictet North America Advisors reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
Pictet North America Advisors sold 1,611 Block Inc shares in Q2 2022, an estimated $219K.
Pictet North America Advisors first reported a position in Block Inc in Q4 2018 and held it in 9 quarters.
Pictet North America Advisors's Block Inc position peaked at $2.1M in Q1 2019.
1,028 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on Pictet North America Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.