TWA
XYZ

TCI Wealth Advisors’s Block Inc XYZ Stock Holding History

TCI 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
Q2 		– Sell
-836
Closed -$57.4K – 2330
2023
Q1 		$57.4K Buy
836
+28
+3% +$2.1K 0.01% 400
2022
Q4 		$50.8K Buy
808
+558
+223% +$34.4K 0.01% 408
2022
Q3 		$14K Buy
250
+81
+48% +$5.74K ﹤0.01% 849
2022
Q2 		$10K Sell
169
-116
-41% -$10.6K ﹤0.01% 1041
2022
Q1 		$39K Buy
285
+163
+134% +$19.7K 0.01% 477
2021
Q4 		$20K Sell
122
-88
-42% -$19.1K ﹤0.01% 728
2021
Q3 		$50K Buy
210
+32
+18% +$8.22K 0.01% 423
2021
Q2 		$43K Buy
178
+29
+19% +$6.73K 0.01% 429
2021
Q1 		$34K Buy
149
+44
+42% +$10.3K 0.01% 452
2020
Q4 		$23K Hold
105
– – 0.01% 475
2020
Q3 		$17K Sell
105
-1
-0.9% -$141 0.01% 483
2020
Q2 		$11K Sell
106
-101
-49% -$7.73K ﹤0.01% 565
2020
Q1 		$11K Buy
207
+12
+6% +$821 0.01% 557
2019
Q4 		$12K Buy
195
+21
+12% +$1.34K ﹤0.01% 676
2019
Q3 		$11K Sell
174
-4
-2% -$272 ﹤0.01% 635
2019
Q2 		$13K Buy
178
+4
+2% +$279 0.01% 574
2019
Q1 		$13K Sell
174
-350
-67% -$25.4K 0.01% 585
2018
Q4 		$29K Buy
524
+331
+172% +$23.4K 0.01% 415
2018
Q3 		$19K Buy
193
+4
+2% +$309 0.01% 518
2018
Q2 		$12K Hold
189
– – 0.01% 614
2018
Q1 		$9K Buy
189
+15
+9% +$688 ﹤0.01% 647
2017
Q4 		$6K Hold
174
– – ﹤0.01% 753
2017
Q3 		$5K Buy
+174
New +$4.55K ﹤0.01% 748
2016
Q3 		– Sell
-1,000
Closed -$9K – 1415
2016
Q2 		$9K Hold
1,000
– – 0.01% 607
2016
Q1 		$15K Hold
1,000
– – 0.01% 499
2015
Q4 		$13K Buy
+1,000
New +$12.3K 0.01% 523

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

TCI Wealth Advisors's XYZ Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Block Inc (XYZ) in Q2 2023, closing a stake of 836 shares — an estimated $57.4K sold.

TCI Wealth Advisors first reported a position in XYZ in Q4 2015 and held it in 26 quarters. The position peaked at $57.4K in Q1 2023. 968 funds tracked by Wall St. Rank hold XYZ as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Block Inc position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 836 Block Inc shares in Q2 2023, an estimated $57.4K.
  • TCI Wealth Advisors first reported a position in Block Inc in Q4 2015 and held it in 26 quarters.
  • TCI Wealth Advisors's Block Inc position peaked at $57.4K in Q1 2023.
  • 968 funds tracked by Wall St. Rank held Block Inc as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.