PWA
XYZ

Provenance Wealth Advisors’s Block Inc XYZ Stock Holding History

Provenance 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
2023
Q4 		– Sell
-50
Closed -$2.21K – 617
2023
Q3 		$2.21K Buy
+50
New +$3.1K ﹤0.01% 313

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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Provenance Wealth Advisors's XYZ Position: Q4 2023 in Review

Provenance Wealth Advisors sold out of Block Inc (XYZ) in Q4 2023, closing a stake of 50 shares — an estimated $2.21K sold.

Provenance Wealth Advisors first reported a position in XYZ in Q3 2023 and held it in 1 quarter. The position peaked at $2.21K in Q3 2023. 1,029 funds tracked by Wall St. Rank hold XYZ as of Q4 2023.

  • Provenance Wealth Advisors reported no remaining Block Inc position as of Q4 2023 after selling out during the quarter.
  • Provenance Wealth Advisors sold 50 Block Inc shares in Q4 2023, an estimated $2.21K.
  • Provenance Wealth Advisors first reported a position in Block Inc in Q3 2023 and held it in 1 quarter.
  • Provenance Wealth Advisors's Block Inc position peaked at $2.21K in Q3 2023.
  • 1,029 funds tracked by Wall St. Rank held Block Inc as of Q4 2023.

Based on Provenance Wealth Advisors's 13F filing for Q4 2023, filed 15 Aug 2025.