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Ritholtz Wealth Management’s Block Inc XYZ Stock Holding History

Ritholtz Wealth Management’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
Q4 		– Sell
-6,706
Closed -$369K – 757
2022
Q3 		$369K Buy
+6,706
New +$475K 0.02% 478
2022
Q1 		– Sell
-1,152
Closed -$186K – 626
2021
Q4 		$186K Sell
1,152
-837
-42% -$181K 0.01% 508
2021
Q3 		$477K Buy
1,989
+572
+40% +$147K 0.03% 281
2021
Q2 		$345K Buy
1,417
+8
+0.6% +$1.85K 0.02% 339
2021
Q1 		$320K Buy
1,409
+535
+61% +$125K 0.03% 293
2020
Q4 		$190K Buy
+874
New +$170K 0.02% 350

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Ritholtz Wealth Management's XYZ Position: Q4 2022 in Review

Ritholtz Wealth Management sold out of Block Inc (XYZ) in Q4 2022, closing a stake of 6,706 shares — an estimated $369K sold.

Ritholtz Wealth Management first reported a position in XYZ in Q4 2020 and held it in 6 quarters. The position peaked at $477K in Q3 2021. 1,005 funds tracked by Wall St. Rank hold XYZ as of Q4 2022.

  • Ritholtz Wealth Management reported no remaining Block Inc position as of Q4 2022 after selling out during the quarter.
  • Ritholtz Wealth Management sold 6,706 Block Inc shares in Q4 2022, an estimated $369K.
  • Ritholtz Wealth Management first reported a position in Block Inc in Q4 2020 and held it in 6 quarters.
  • Ritholtz Wealth Management's Block Inc position peaked at $477K in Q3 2021.
  • 1,005 funds tracked by Wall St. Rank held Block Inc as of Q4 2022.

Based on Ritholtz Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.