RWA Wealth Partners’s Block Inc XYZ Stock Holding History

RWA 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
2018 Q3	–	Sell	-275	Closed	-$17K	–	724
2018 Q2	$17K	Hold	275	–	–	﹤0.01%	556
2018 Q1	$14K	Sell	275 -12,477	-98%	-$573K	﹤0.01%	437
2017 Q4	$442K	Sell	12,752 -650	-5%	-$23.8K	0.05%	168
2017 Q3	$386K	Sell	13,402 -735	-5%	-$19.2K	0.04%	169
2017 Q2	$332K	Sell	14,137 -1,637	-10%	-$33.8K	0.04%	153
2017 Q1	$273K	Buy	+15,774	New	+$247K	0.04%	162

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

RWA Wealth Partners's XYZ Position: Q3 2018 in Review

RWA Wealth Partners sold out of Block Inc (XYZ) in Q3 2018, closing a stake of 275 shares — an estimated $17K sold.

RWA Wealth Partners first reported a position in XYZ in Q1 2017 and held it in 6 quarters. The position peaked at $442K in Q4 2017. 599 funds tracked by Wall St. Rank hold XYZ as of Q3 2018.

RWA Wealth Partners reported no remaining Block Inc position as of Q3 2018 after selling out during the quarter.
RWA Wealth Partners sold 275 Block Inc shares in Q3 2018, an estimated $17K.
RWA Wealth Partners first reported a position in Block Inc in Q1 2017 and held it in 6 quarters.
RWA Wealth Partners's Block Inc position peaked at $442K in Q4 2017.
599 funds tracked by Wall St. Rank held Block Inc as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.