VWA
XYZ

Visionary Wealth Advisors’s Block Inc XYZ Stock Holding History

Visionary 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
-3,567
Closed -$237K – 480
2023
Q2 		$237K Buy
3,567
+440
+14% +$27.5K 0.02% 405
2023
Q1 		$215K Buy
+3,127
New +$234K 0.02% 411
2022
Q1 		– Sell
-2,026
Closed -$327K – 461
2021
Q4 		$327K Buy
2,026
+282
+16% +$61.1K 0.03% 282
2021
Q3 		$418K Buy
1,744
+177
+11% +$45.5K 0.04% 209
2021
Q2 		$382K Buy
1,567
+248
+19% +$57.5K 0.04% 235
2021
Q1 		$299K Buy
+1,319
New +$309K 0.03% 253

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

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

Visionary Wealth Advisors sold out of Block Inc (XYZ) in Q3 2023, closing a stake of 3,567 shares — an estimated $237K sold.

Visionary Wealth Advisors first reported a position in XYZ in Q1 2021 and held it in 6 quarters. The position peaked at $418K in Q3 2021. 886 funds tracked by Wall St. Rank hold XYZ as of Q3 2023.

  • Visionary Wealth Advisors reported no remaining Block Inc position as of Q3 2023 after selling out during the quarter.
  • Visionary Wealth Advisors sold 3,567 Block Inc shares in Q3 2023, an estimated $237K.
  • Visionary Wealth Advisors first reported a position in Block Inc in Q1 2021 and held it in 6 quarters.
  • Visionary Wealth Advisors's Block Inc position peaked at $418K in Q3 2021.
  • 886 funds tracked by Wall St. Rank held Block Inc as of Q3 2023.

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