SVWAG
XYZ

Sound View Wealth Advisors Group’s Block Inc XYZ Stock Holding History

Sound View Wealth Advisors Group’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
-1,781
Closed -$242K – 295
2022
Q1 		$242K Sell
1,781
-17
-0.9% -$2.06K 0.05% 267
2021
Q4 		$290K Buy
1,798
+132
+8% +$28.6K 0.05% 245
2021
Q3 		$400K Buy
1,666
+12
+0.7% +$3.08K 0.08% 196
2021
Q2 		$403K Buy
1,654
+179
+12% +$41.5K 0.08% 197
2021
Q1 		$335K Sell
1,475
-43
-3% -$10.1K 0.08% 203
2020
Q4 		$330K Buy
1,518
+138
+10% +$26.9K 0.08% 191
2020
Q3 		$224K Buy
+1,380
New +$195K 0.06% 229

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 $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sound View Wealth Advisors Group's XYZ Position: Q2 2022 in Review

Sound View Wealth Advisors Group sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 1,781 shares — an estimated $242K sold.

Sound View Wealth Advisors Group first reported a position in XYZ in Q3 2020 and held it in 7 quarters. The position peaked at $403K in Q2 2021. 1,027 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

  • Sound View Wealth Advisors Group reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 1,781 Block Inc shares in Q2 2022, an estimated $242K.
  • Sound View Wealth Advisors Group first reported a position in Block Inc in Q3 2020 and held it in 7 quarters.
  • Sound View Wealth Advisors Group's Block Inc position peaked at $403K in Q2 2021.
  • 1,027 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2022, filed 5 Aug 2022.