Wagner Wealth Management (South Carolina)’s Block Inc XYZ Stock Holding History

Wagner Wealth Management (South Carolina)’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 Q4	–	Sell	-123	Closed	-$7K	–	712
2022 Q3	$7K	Sell	123 -3	-2%	-$212	0.01%	482
2022 Q2	$8K	Buy	+126	New	+$11.5K	0.01%	483
2022 Q1	–	Sell	-391	Closed	-$63K	–	673
2021 Q4	$63K	Buy	391 +30	+8%	+$6.5K	0.05%	225
2021 Q3	$92K	Buy	361 +157	+77%	+$40.3K	0.07%	174
2021 Q2	$50K	Buy	204 +71	+53%	+$16.5K	0.04%	254
2021 Q1	$30K	Buy	+133	New	+$31.1K	0.02%	302

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s XYZ Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Block Inc (XYZ) in Q4 2022, closing a stake of 123 shares — an estimated $7K sold.

Wagner Wealth Management (South Carolina) first reported a position in XYZ in Q1 2021 and held it in 6 quarters. The position peaked at $92K in Q3 2021. 1,005 funds tracked by Wall St. Rank hold XYZ as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining Block Inc position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 123 Block Inc shares in Q4 2022, an estimated $7K.
Wagner Wealth Management (South Carolina) first reported a position in Block Inc in Q1 2021 and held it in 6 quarters.
Wagner Wealth Management (South Carolina)'s Block Inc position peaked at $92K in Q3 2021.
1,005 funds tracked by Wall St. Rank held Block Inc as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.