S
XYZ

Surevest’s Block Inc XYZ Stock Holding History

Surevest’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
Q3 		$5K Sell
95
-115
-55% -$8.14K ﹤0.01% 329
2022
Q2 		$13K Buy
+210
New +$19.2K ﹤0.01% 294

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Surevest's XYZ Position: Q3 2022 in Review

Surevest reduced its Block Inc (XYZ) stake by 55% in Q3 2022, selling an estimated $8.14K and leaving 95 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #329.

Surevest first reported a position in XYZ in Q2 2022 and has held it in 2 quarters since. The position peaked at $13K in Q2 2022. 970 funds tracked by Wall St. Rank hold XYZ as of Q3 2022.

  • Surevest held 95 shares of Block Inc worth $5K as of Q3 2022.
  • Surevest sold 115 Block Inc shares in Q3 2022, an estimated $8.14K.
  • Block Inc made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #329 holding.
  • Surevest first reported a position in Block Inc in Q2 2022 and has held it in 2 quarters since.
  • Surevest's Block Inc position peaked at $13K in Q2 2022.
  • 970 funds tracked by Wall St. Rank held Block Inc as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.