PMG
XYZ

ProVise Management Group’s Block Inc XYZ Stock Holding History

ProVise Management Group’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
Q1 		– Sell
-4,821
Closed -$302K – 315
2019
Q4 		$302K Sell
4,821
-24
-0.5% -$1.53K 0.04% 243
2019
Q3 		$300K Buy
+4,845
New +$329K 0.04% 241

Other funds holding XYZ

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ProVise Management Group's XYZ Position: Q1 2020 in Review

ProVise Management Group sold out of Block Inc (XYZ) in Q1 2020, closing a stake of 4,821 shares — an estimated $302K sold.

ProVise Management Group first reported a position in XYZ in Q3 2019 and held it in 2 quarters. The position peaked at $302K in Q4 2019. 756 funds tracked by Wall St. Rank hold XYZ as of Q1 2020.

  • ProVise Management Group reported no remaining Block Inc position as of Q1 2020 after selling out during the quarter.
  • ProVise Management Group sold 4,821 Block Inc shares in Q1 2020, an estimated $302K.
  • ProVise Management Group first reported a position in Block Inc in Q3 2019 and held it in 2 quarters.
  • ProVise Management Group's Block Inc position peaked at $302K in Q4 2019.
  • 756 funds tracked by Wall St. Rank held Block Inc as of Q1 2020.

Based on ProVise Management Group's 13F filing for Q1 2020, filed 7 May 2020.