PWS
XYZ

Precision Wealth Strategies’s Block Inc XYZ Stock Holding History

Precision Wealth Strategies’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
2023
Q1 		– Sell
-3,294
Closed -$207K – 121
2022
Q4 		$207K Sell
3,294
-3,618
-52% -$223K 0.22% 96
2022
Q3 		$394K Sell
6,912
-2,128
-24% -$151K 0.35% 60
2022
Q2 		$580K Buy
9,040
+958
+12% +$87.5K 0.46% 43
2022
Q1 		$1.1M Buy
8,082
+5,252
+186% +$636K 0.65% 25
2021
Q4 		$457K Buy
2,830
+1,354
+92% +$293K 0.33% 89
2021
Q3 		$354K Buy
1,476
+354
+32% +$90.9K 0.27% 94
2021
Q2 		$274K Sell
1,122
-179
-14% -$41.5K 0.24% 84
2021
Q1 		$295K Buy
+1,301
New +$304K 0.28% 57

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Precision Wealth Strategies's XYZ Position: Q1 2023 in Review

Precision Wealth Strategies sold out of Block Inc (XYZ) in Q1 2023, closing a stake of 3,294 shares — an estimated $207K sold.

Precision Wealth Strategies first reported a position in XYZ in Q1 2021 and held it in 8 quarters. The position peaked at $1.1M in Q1 2022. 994 funds tracked by Wall St. Rank hold XYZ as of Q1 2023.

  • Precision Wealth Strategies reported no remaining Block Inc position as of Q1 2023 after selling out during the quarter.
  • Precision Wealth Strategies sold 3,294 Block Inc shares in Q1 2023, an estimated $207K.
  • Precision Wealth Strategies first reported a position in Block Inc in Q1 2021 and held it in 8 quarters.
  • Precision Wealth Strategies's Block Inc position peaked at $1.1M in Q1 2022.
  • 994 funds tracked by Wall St. Rank held Block Inc as of Q1 2023.

Based on Precision Wealth Strategies's 13F filing for Q1 2023, filed 4 May 2023.