PWP
XYZ

Principle Wealth Partners’s Block Inc XYZ Stock Holding History

Principle Wealth Partners’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
2020
Q3 		– Sell
-284
Closed -$30K – 451
2020
Q2 		$30K Buy
+284
New +$21.7K 0.01% 328

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Principle Wealth Partners's XYZ Position: Q3 2020 in Review

Principle Wealth Partners sold out of Block Inc (XYZ) in Q3 2020, closing a stake of 284 shares — an estimated $30K sold.

Principle Wealth Partners first reported a position in XYZ in Q2 2020 and held it in 1 quarter. The position peaked at $30K in Q2 2020. 996 funds tracked by Wall St. Rank hold XYZ as of Q3 2020.

  • Principle Wealth Partners reported no remaining Block Inc position as of Q3 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 284 Block Inc shares in Q3 2020, an estimated $30K.
  • Principle Wealth Partners first reported a position in Block Inc in Q2 2020 and held it in 1 quarter.
  • Principle Wealth Partners's Block Inc position peaked at $30K in Q2 2020.
  • 996 funds tracked by Wall St. Rank held Block Inc as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.