SWM
XYZ

Selective Wealth Management’s Block Inc XYZ Stock Holding History

Selective 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
-250
Closed -$14K – 760
2022
Q3 		$14K Sell
250
-300
-55% -$21.2K 0.01% 478
2022
Q2 		$34K Buy
550
+200
+57% +$18.3K 0.01% 384
2022
Q1 		$47K Hold
350
– – 0.02% 315
2021
Q4 		$57K Buy
350
+200
+133% +$43.3K 0.02% 257
2021
Q3 		$36K Buy
+150
New +$38.5K 0.02% 294

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 $3.37T AUM 44.26% 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

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

Selective Wealth Management sold out of Block Inc (XYZ) in Q4 2022, closing a stake of 250 shares — an estimated $14K sold.

Selective Wealth Management first reported a position in XYZ in Q3 2021 and held it in 5 quarters. The position peaked at $57K in Q4 2021. 1,004 funds tracked by Wall St. Rank hold XYZ as of Q4 2022.

  • Selective Wealth Management reported no remaining Block Inc position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 250 Block Inc shares in Q4 2022, an estimated $14K.
  • Selective Wealth Management first reported a position in Block Inc in Q3 2021 and held it in 5 quarters.
  • Selective Wealth Management's Block Inc position peaked at $57K in Q4 2021.
  • 1,004 funds tracked by Wall St. Rank held Block Inc as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.