TL
XYZ

TrueWealth LLC’s Block Inc XYZ Stock Holding History

TrueWealth LLC’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
2020
Q2 		$7K Hold
62
– – ﹤0.01% 535
2020
Q1 		$3K Hold
62
– – ﹤0.01% 626
2019
Q4 		$4K Hold
62
– – ﹤0.01% 614
2019
Q3 		$4K Hold
62
– – ﹤0.01% 590
2019
Q2 		$4K Hold
62
– – ﹤0.01% 600
2019
Q1 		$5K Buy
62
+7
+13% +$507 ﹤0.01% 584
2018
Q4 		$3K Hold
55
– – ﹤0.01% 634
2018
Q3 		$5K Hold
55
– – ﹤0.01% 632
2018
Q2 		$3K Hold
55
– – ﹤0.01% 707
2018
Q1 		$3K Hold
55
– – ﹤0.01% 672
2017
Q4 		$2K Buy
+55
New +$2.01K ﹤0.01% 824

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TrueWealth LLC's XYZ Position: Q2 2020 in Review

TrueWealth LLC held its Block Inc (XYZ) position steady in Q2 2020 at 62 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #535.

TrueWealth LLC first reported a position in XYZ in Q4 2017 and has held it in 11 quarters since. 866 funds tracked by Wall St. Rank hold XYZ as of Q2 2020.

  • TrueWealth LLC held 62 shares of Block Inc worth $7K as of Q2 2020.
  • TrueWealth LLC left its Block Inc share count unchanged in Q2 2020.
  • Block Inc made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #535 holding.
  • TrueWealth LLC first reported a position in Block Inc in Q4 2017 and has held it in 11 quarters since.
  • 866 funds tracked by Wall St. Rank held Block Inc as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.