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Ropes Wealth Advisors’s Block Inc XYZ Stock Holding History

Ropes 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
2022
Q2 		– Sell
-1,578
Closed -$214K – 291
2022
Q1 		$214K Sell
1,578
-5
-0.3% -$605 0.04% 273
2021
Q4 		$256K Sell
1,583
-51
-3% -$11.1K 0.05% 240
2021
Q3 		$392K Buy
1,634
+530
+48% +$136K 0.06% 199
2021
Q2 		$269K Hold
1,104
– – 0.04% 238
2021
Q1 		$244K Buy
1,104
+88
+9% +$20.6K 0.04% 225
2020
Q4 		$221K Buy
+1,016
New +$198K 0.03% 222

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ropes Wealth Advisors's XYZ Position: Q2 2022 in Review

Ropes Wealth Advisors sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 1,578 shares — an estimated $214K sold.

Ropes Wealth Advisors first reported a position in XYZ in Q4 2020 and held it in 6 quarters. The position peaked at $392K in Q3 2021. 1,030 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

  • Ropes Wealth Advisors reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
  • Ropes Wealth Advisors sold 1,578 Block Inc shares in Q2 2022, an estimated $214K.
  • Ropes Wealth Advisors first reported a position in Block Inc in Q4 2020 and held it in 6 quarters.
  • Ropes Wealth Advisors's Block Inc position peaked at $392K in Q3 2021.
  • 1,030 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on Ropes Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.