SSWM
XYZ

Sheets Smith Wealth Management’s Block Inc XYZ Stock Holding History

Sheets Smith 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
2024
Q2 		– Sell
-6,811
Closed -$576K – 411
2024
Q1 		$576K Buy
6,811
+2,228
+49% +$161K 0.06% 223
2023
Q4 		$354K Buy
+4,583
New +$259K 0.05% 267
2022
Q2 		– Sell
-1,588
Closed -$215K – 355
2022
Q1 		$215K Sell
1,588
-131
-8% -$15.9K 0.03% 331
2021
Q4 		$278K Sell
1,719
-1,187
-41% -$257K 0.03% 317
2021
Q3 		$697K Hold
2,906
– – 0.09% 180
2021
Q2 		$708K Buy
2,906
+1,176
+68% +$273K 0.1% 179
2021
Q1 		$393K Sell
1,730
-94
-5% -$22K 0.06% 240
2020
Q4 		$397K Buy
1,824
+12
+0.7% +$2.34K 0.06% 234
2020
Q3 		$295K Buy
+1,812
New +$256K 0.05% 241
2017
Q4 		– Sell
-15,561
Closed -$448K – 333
2017
Q3 		$448K Buy
+15,561
New +$407K 0.11% 197

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sheets Smith Wealth Management's XYZ Position: Q2 2024 in Review

Sheets Smith Wealth Management sold out of Block Inc (XYZ) in Q2 2024, closing a stake of 6,811 shares — an estimated $576K sold.

Sheets Smith Wealth Management first reported a position in XYZ in Q3 2017 and held it in 10 quarters. The position peaked at $708K in Q2 2021. 1,000 funds tracked by Wall St. Rank hold XYZ as of Q2 2024.

  • Sheets Smith Wealth Management reported no remaining Block Inc position as of Q2 2024 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 6,811 Block Inc shares in Q2 2024, an estimated $576K.
  • Sheets Smith Wealth Management first reported a position in Block Inc in Q3 2017 and held it in 10 quarters.
  • Sheets Smith Wealth Management's Block Inc position peaked at $708K in Q2 2021.
  • 1,000 funds tracked by Wall St. Rank held Block Inc as of Q2 2024.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2024, filed 30 Jul 2024.