TWM
XYZ

Tradition Wealth Management’s Block Inc XYZ Stock Holding History

Tradition Wealth 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
2024
Q1 		– Sell
-789
Closed -$61K – 1229
2023
Q4 		$61K Buy
789
+49
+7% +$2.77K 0.01% 583
2023
Q3 		$33K Sell
740
-109
-13% -$6.75K ﹤0.01% 704
2023
Q2 		$57K Sell
849
-6
-0.7% -$375 0.01% 592
2023
Q1 		$59K Buy
855
+465
+119% +$34.8K 0.01% 571
2022
Q4 		$25K Sell
390
-86
-18% -$5.31K ﹤0.01% 706
2022
Q3 		$26K Buy
476
+10
+2% +$708 ﹤0.01% 702
2022
Q2 		$29K Sell
466
-510
-52% -$46.6K ﹤0.01% 580
2022
Q1 		$132K Sell
976
-484
-33% -$58.6K 0.02% 353
2021
Q4 		$236K Sell
1,460
-199
-12% -$43.1K 0.03% 279
2021
Q3 		$398K Buy
1,659
+98
+6% +$25.2K 0.06% 196
2021
Q2 		$381K Buy
1,561
+93
+6% +$21.6K 0.06% 210
2021
Q1 		$333K Buy
1,468
+211
+17% +$49.4K 0.06% 200
2020
Q4 		$274K Buy
+1,257
New +$245K 0.05% 203

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Tradition Wealth Management's XYZ Position: Q1 2024 in Review

Tradition Wealth Management sold out of Block Inc (XYZ) in Q1 2024, closing a stake of 789 shares — an estimated $61K sold.

Tradition Wealth Management first reported a position in XYZ in Q4 2020 and held it in 13 quarters. The position peaked at $398K in Q3 2021. 1,071 funds tracked by Wall St. Rank hold XYZ as of Q1 2024.

  • Tradition Wealth Management reported no remaining Block Inc position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 789 Block Inc shares in Q1 2024, an estimated $61K.
  • Tradition Wealth Management first reported a position in Block Inc in Q4 2020 and held it in 13 quarters.
  • Tradition Wealth Management's Block Inc position peaked at $398K in Q3 2021.
  • 1,071 funds tracked by Wall St. Rank held Block Inc as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.