PPW
XYZ

Pinnacle Private Wealth’s Block Inc XYZ Stock Holding History

Pinnacle 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
Q2 		$309K Sell
5,032
-299
-6% -$27.3K 0.12% 194
2022
Q1 		$723K Sell
5,331
-464
-8% -$56.2K 0.23% 99
2021
Q4 		$936K Buy
+5,795
New +$1.26M 0.29% 81

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Pinnacle Private Wealth's XYZ Position: Q2 2022 in Review

Pinnacle Private Wealth reduced its Block Inc (XYZ) stake by 5.6% in Q2 2022, selling an estimated $27.3K and leaving 5,032 shares worth $309K. The position accounts for 0.12% of the portfolio, ranked #194.

Pinnacle Private Wealth first reported a position in XYZ in Q4 2021 and has held it in 3 quarters since. The position peaked at $936K in Q4 2021. 1,029 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

  • Pinnacle Private Wealth held 5,032 shares of Block Inc worth $309K as of Q2 2022.
  • Pinnacle Private Wealth sold 299 Block Inc shares in Q2 2022, an estimated $27.3K.
  • Block Inc made up 0.12% of Pinnacle Private Wealth's portfolio in Q2 2022, its #194 holding.
  • Pinnacle Private Wealth first reported a position in Block Inc in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's Block Inc position peaked at $936K in Q4 2021.
  • 1,029 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.