SWA
XYZ

Sutton Wealth Advisors’s Block Inc XYZ Stock Holding History

Sutton 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
2023
Q3 		$9.21K Sell
208
-38
-15% -$2.35K ﹤0.01% 485
2023
Q2 		$16.4K Buy
246
+146
+146% +$9.12K 0.01% 375
2023
Q1 		$6.87K Sell
100
-3,102
-97% -$232K ﹤0.01% 484
2022
Q4 		$201K Buy
3,202
+2,175
+212% +$134K 0.08% 174
2022
Q3 		$56.5K Buy
1,027
+721
+236% +$51K 0.02% 353
2022
Q2 		$18.8K Sell
306
-32
-9% -$2.92K 0.01% 697
2022
Q1 		$45.8K Buy
338
+21
+7% +$2.54K 0.02% 429
2021
Q4 		$51.2K Buy
317
+10
+3% +$2.17K 0.02% 405
2021
Q3 		$73.6K Hold
307
– – 0.03% 294
2021
Q2 		$74.8K Hold
307
– – 0.03% 301
2021
Q1 		$69.7K Hold
307
– – 0.03% 304
2020
Q4 		$66.8K Hold
307
– – 0.03% 291
2020
Q3 		$49.9K Hold
307
– – 0.02% 307
2020
Q2 		$32.2K Sell
307
-2
-0.6% -$153 0.02% 410
2020
Q1 		$16.2K Buy
309
+28
+10% +$1.92K 0.01% 531
2019
Q4 		$17.6K Hold
281
– – 0.01% 652
2019
Q3 		$17.4K Hold
281
– – 0.01% 625
2019
Q2 		$20.4K Sell
281
-15
-5% -$1.05K 0.01% 577
2019
Q1 		$22.2K Buy
296
+9
+3% +$652 0.01% 540
2018
Q4 		$16.1K Buy
287
+6
+2% +$424 0.01% 593
2018
Q3 		$27.8K Hold
281
– – 0.02% 469
2018
Q2 		$17.3K Hold
281
– – 0.01% 647
2018
Q1 		$13.8K Hold
281
– – 0.01% 701
2017
Q4 		$9.74K Buy
+281
New +$10.3K 0.01% 792

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Sutton Wealth Advisors's XYZ Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Block Inc (XYZ) stake by 15% in Q3 2023, selling an estimated $2.35K and leaving 208 shares worth $9.21K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

Sutton Wealth Advisors first reported a position in XYZ in Q4 2017 and has held it in 24 quarters since. The position peaked at $201K in Q4 2022. 887 funds tracked by Wall St. Rank hold XYZ as of Q3 2023.

  • Sutton Wealth Advisors held 208 shares of Block Inc worth $9.21K as of Q3 2023.
  • Sutton Wealth Advisors sold 38 Block Inc shares in Q3 2023, an estimated $2.35K.
  • Block Inc made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #485 holding.
  • Sutton Wealth Advisors first reported a position in Block Inc in Q4 2017 and has held it in 24 quarters since.
  • Sutton Wealth Advisors's Block Inc position peaked at $201K in Q4 2022.
  • 887 funds tracked by Wall St. Rank held Block Inc as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.