WCM Investment Management
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WCM Investment Management’s Block Inc XYZ Stock Holding History

WCM Investment Management’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
-24,141
Closed -$3.27M – 214
2022
Q1 		$3.27M Buy
24,141
+4,979
+26% +$603K 0.01% 156
2021
Q4 		$3.1M Buy
19,162
+6,485
+51% +$1.41M 0.01% 164
2021
Q3 		$3.04M Buy
12,677
+2,898
+30% +$744K 0.01% 161
2021
Q2 		$2.38M Buy
+9,779
New +$2.27M 0.01% 155

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 $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WCM Investment Management's XYZ Position: Q2 2022 in Review

WCM Investment Management sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 24,141 shares — an estimated $3.27M sold.

WCM Investment Management first reported a position in XYZ in Q2 2021 and held it in 4 quarters. The position peaked at $3.27M in Q1 2022. 1,030 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

  • WCM Investment Management reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
  • WCM Investment Management sold 24,141 Block Inc shares in Q2 2022, an estimated $3.27M.
  • WCM Investment Management first reported a position in Block Inc in Q2 2021 and held it in 4 quarters.
  • WCM Investment Management's Block Inc position peaked at $3.27M in Q1 2022.
  • 1,030 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on WCM Investment Management's 13F filing for Q2 2022, filed 9 Aug 2022.