TAIM
XYZ

TD Ameritrade Investment Management’s Block Inc XYZ Stock Holding History

TD Ameritrade Investment Management’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 		– Sell
-76
Closed -$5K – 637
2022
Q2 		$5K Sell
76
-33
-30% -$3.02K ﹤0.01% 479
2022
Q1 		$15K Buy
+109
New +$13.2K ﹤0.01% 452
2019
Q3 		– Sell
-21
Closed -$2K – 730
2019
Q2 		$2K Hold
21
– – ﹤0.01% 584
2019
Q1 		$2K Sell
21
-36
-63% -$2.61K ﹤0.01% 535
2018
Q4 		$3K Buy
+57
New +$4.03K ﹤0.01% 518

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

TD Ameritrade Investment Management's XYZ Position: Q3 2022 in Review

TD Ameritrade Investment Management sold out of Block Inc (XYZ) in Q3 2022, closing a stake of 76 shares — an estimated $5K sold.

TD Ameritrade Investment Management first reported a position in XYZ in Q4 2018 and held it in 5 quarters. The position peaked at $15K in Q1 2022. 971 funds tracked by Wall St. Rank hold XYZ as of Q3 2022.

  • TD Ameritrade Investment Management reported no remaining Block Inc position as of Q3 2022 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 76 Block Inc shares in Q3 2022, an estimated $5K.
  • TD Ameritrade Investment Management first reported a position in Block Inc in Q4 2018 and held it in 5 quarters.
  • TD Ameritrade Investment Management's Block Inc position peaked at $15K in Q1 2022.
  • 971 funds tracked by Wall St. Rank held Block Inc as of Q3 2022.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.