Wealth Advisory Solutions’s Block Inc XYZ Stock Holding History

Wealth Advisory Solutions’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
2021 Q3	$240K	Sell	1,000 -22	-2%	-$5.65K	0.05%	157
2021 Q2	$249K	Buy	+1,022	New	+$237K	0.06%	145
2021 Q1	–	Sell	-1,000	Closed	-$217K	–	209
2020 Q4	$217K	Sell	1,000 -1,368	-58%	-$267K	0.06%	150
2020 Q3	$384K	Buy	+2,368	New	+$334K	0.1%	123

Other funds holding XYZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Wealth Advisory Solutions's XYZ Position: Q3 2021 in Review

Wealth Advisory Solutions reduced its Block Inc (XYZ) stake by 2.2% in Q3 2021, selling an estimated $5.65K and leaving 1,000 shares worth $240K. The position accounts for 0.05% of the portfolio, ranked #157.

Wealth Advisory Solutions first reported a position in XYZ in Q3 2020 and has held it in 4 quarters since. The position peaked at $384K in Q3 2020. 1,379 funds tracked by Wall St. Rank hold XYZ as of Q3 2021.

Wealth Advisory Solutions held 1,000 shares of Block Inc worth $240K as of Q3 2021.
Wealth Advisory Solutions sold 22 Block Inc shares in Q3 2021, an estimated $5.65K.
Block Inc made up 0.05% of Wealth Advisory Solutions's portfolio in Q3 2021, its #157 holding.
Wealth Advisory Solutions first reported a position in Block Inc in Q3 2020 and has held it in 4 quarters since.
Wealth Advisory Solutions's Block Inc position peaked at $384K in Q3 2020.
1,379 funds tracked by Wall St. Rank held Block Inc as of Q3 2021.

Based on Wealth Advisory Solutions's 13F filing for Q3 2021, filed 3 Nov 2021.