TPWA
XYZ

TRUE Private Wealth Advisors’s Block Inc XYZ Stock Holding History

TRUE Private 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
2022
Q2 		– Sell
-2,741
Closed -$292K – 250
2022
Q1 		$292K Buy
2,741
+139
+5% +$16.8K 0.04% 183
2021
Q4 		$420K Buy
2,602
+418
+19% +$90.6K 0.06% 163
2021
Q3 		$523K Buy
2,184
+348
+19% +$89.4K 0.08% 140
2021
Q2 		$447K Sell
1,836
-85
-4% -$19.7K 0.07% 143
2021
Q1 		$436K Sell
1,921
-120
-6% -$28.1K 0.07% 145
2020
Q4 		$444K Sell
2,041
-100
-5% -$19.5K 0.07% 131
2020
Q3 		$348K Hold
2,141
– – 0.06% 143
2020
Q2 		$224K Buy
2,141
+600
+39% +$45.9K 0.04% 167
2020
Q1 		$80K Buy
1,541
+1,291
+516% +$88.3K 0.02% 236
2019
Q4 		$15K Buy
+250
New +$16K ﹤0.01% 540
2019
Q3 		– Sell
-250
Closed -$18K – 748
2019
Q2 		$18K Buy
+250
New +$17.5K ﹤0.01% 473
2018
Q4 		– Sell
-243
Closed -$24.1K – 949
2018
Q3 		$24.1K Buy
+243
New +$18.7K ﹤0.01% 573

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TRUE Private Wealth Advisors's XYZ Position: Q2 2022 in Review

TRUE Private Wealth Advisors sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 2,741 shares — an estimated $292K sold.

TRUE Private Wealth Advisors first reported a position in XYZ in Q3 2018 and held it in 12 quarters. The position peaked at $523K in Q3 2021. 1,027 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

  • TRUE Private Wealth Advisors reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 2,741 Block Inc shares in Q2 2022, an estimated $292K.
  • TRUE Private Wealth Advisors first reported a position in Block Inc in Q3 2018 and held it in 12 quarters.
  • TRUE Private Wealth Advisors's Block Inc position peaked at $523K in Q3 2021.
  • 1,027 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2022, filed 28 Jul 2022.