VWA
XYZ

V Wealth Advisors’s Block Inc XYZ Stock Holding History

V 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
Q3 		– Sell
-3,141
Closed -$209K – 383
2023
Q2 		$209K Sell
3,141
-15
-0.5% -$937 0.03% 355
2023
Q1 		$217K Buy
+3,156
New +$236K 0.04% 346
2022
Q2 		– Sell
-2,589
Closed -$351K – 475
2022
Q1 		$351K Sell
2,589
-461
-15% -$55.8K 0.06% 308
2021
Q4 		$493K Buy
3,050
+15
+0.5% +$3.25K 0.07% 256
2021
Q3 		$728K Buy
3,035
+244
+9% +$62.7K 0.11% 190
2021
Q2 		$678K Buy
2,791
+226
+9% +$52.4K 0.11% 212
2021
Q1 		$583K Buy
2,565
+559
+28% +$131K 0.11% 219
2020
Q4 		$437K Buy
+2,006
New +$391K 0.09% 229

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

V Wealth Advisors's XYZ Position: Q3 2023 in Review

V Wealth Advisors sold out of Block Inc (XYZ) in Q3 2023, closing a stake of 3,141 shares — an estimated $209K sold.

V Wealth Advisors first reported a position in XYZ in Q4 2020 and held it in 8 quarters. The position peaked at $728K in Q3 2021. 886 funds tracked by Wall St. Rank hold XYZ as of Q3 2023.

  • V Wealth Advisors reported no remaining Block Inc position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 3,141 Block Inc shares in Q3 2023, an estimated $209K.
  • V Wealth Advisors first reported a position in Block Inc in Q4 2020 and held it in 8 quarters.
  • V Wealth Advisors's Block Inc position peaked at $728K in Q3 2021.
  • 886 funds tracked by Wall St. Rank held Block Inc as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.