SFWA
XYZ

Summit Financial Wealth Advisors’s Block Inc XYZ Stock Holding History

Summit Financial Wealth Advisors’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
Q1 		– Sell
-1,280
Closed -$200K – 150
2021
Q4 		$200K Sell
1,280
-20
-2% -$4.33K 0.04% 133
2021
Q3 		$312K Hold
1,300
– – 0.07% 98
2021
Q2 		$317K Buy
+1,300
New +$302K 0.07% 97

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Summit Financial Wealth Advisors's XYZ Position: Q1 2022 in Review

Summit Financial Wealth Advisors sold out of Block Inc (XYZ) in Q1 2022, closing a stake of 1,280 shares — an estimated $200K sold.

Summit Financial Wealth Advisors first reported a position in XYZ in Q2 2021 and held it in 3 quarters. The position peaked at $317K in Q2 2021. 1,248 funds tracked by Wall St. Rank hold XYZ as of Q1 2022.

  • Summit Financial Wealth Advisors reported no remaining Block Inc position as of Q1 2022 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 1,280 Block Inc shares in Q1 2022, an estimated $200K.
  • Summit Financial Wealth Advisors first reported a position in Block Inc in Q2 2021 and held it in 3 quarters.
  • Summit Financial Wealth Advisors's Block Inc position peaked at $317K in Q2 2021.
  • 1,248 funds tracked by Wall St. Rank held Block Inc as of Q1 2022.

Based on Summit Financial Wealth Advisors's 13F filing for Q1 2022, filed 6 May 2022.