Ten Capital Wealth Advisors’s Block Inc XYZ Stock Holding History

Ten Capital 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	-26	Closed	-$1.78K	–	561
2023 Q1	$1.78K	Hold	26	–	–	﹤0.01%	467
2022 Q4	$1.63K	Hold	26	–	–	﹤0.01%	450
2022 Q3	$1K	Hold	26	–	–	﹤0.01%	547
2022 Q2	$2K	Sell	26 -46	-64%	-$4.2K	﹤0.01%	407
2022 Q1	$10K	Buy	72 +40	+125%	+$4.84K	﹤0.01%	300
2021 Q4	$5K	Hold	32	–	–	﹤0.01%	379
2021 Q3	$8K	Sell	32 -18	-36%	-$4.62K	﹤0.01%	289
2021 Q2	$12K	Buy	50 +6	+14%	+$1.39K	﹤0.01%	303
2021 Q1	$9K	Hold	44	–	–	﹤0.01%	274
2020 Q4	$10K	Buy	+44	New	+$8.58K	﹤0.01%	262

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Ten Capital Wealth Advisors's XYZ Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of Block Inc (XYZ) in Q2 2023, closing a stake of 26 shares — an estimated $1.78K sold.

Ten Capital Wealth Advisors first reported a position in XYZ in Q4 2020 and held it in 10 quarters. The position peaked at $12K in Q2 2021. 968 funds tracked by Wall St. Rank hold XYZ as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining Block Inc position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 26 Block Inc shares in Q2 2023, an estimated $1.78K.
Ten Capital Wealth Advisors first reported a position in Block Inc in Q4 2020 and held it in 10 quarters.
Ten Capital Wealth Advisors's Block Inc position peaked at $12K in Q2 2021.
968 funds tracked by Wall St. Rank held Block Inc as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.