SWP
XYZ

Strategic Wealth Partners’s Block Inc XYZ Stock Holding History

Strategic 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
2019
Q4 		– Sell
-570
Closed -$31K – 527
2019
Q3 		$31K Buy
570
+500
+714% +$34K 0.16% 101
2019
Q2 		$5K Hold
70
– – ﹤0.01% 640
2019
Q1 		$5K Hold
70
– – ﹤0.01% 645
2018
Q4 		$5K Buy
+70
New +$4.94K ﹤0.01% 567

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Strategic Wealth Partners's XYZ Position: Q4 2019 in Review

Strategic Wealth Partners sold out of Block Inc (XYZ) in Q4 2019, closing a stake of 570 shares — an estimated $31K sold.

Strategic Wealth Partners first reported a position in XYZ in Q4 2018 and held it in 4 quarters. The position peaked at $31K in Q3 2019. 785 funds tracked by Wall St. Rank hold XYZ as of Q4 2019.

  • Strategic Wealth Partners reported no remaining Block Inc position as of Q4 2019 after selling out during the quarter.
  • Strategic Wealth Partners sold 570 Block Inc shares in Q4 2019, an estimated $31K.
  • Strategic Wealth Partners first reported a position in Block Inc in Q4 2018 and held it in 4 quarters.
  • Strategic Wealth Partners's Block Inc position peaked at $31K in Q3 2019.
  • 785 funds tracked by Wall St. Rank held Block Inc as of Q4 2019.

Based on Strategic Wealth Partners's 13F filing for Q4 2019, filed 30 Jan 2020.