WMA
XYZ

Wealth Management Associates’s Block Inc XYZ Stock Holding History

Wealth Management Associates’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
-2,221
Closed -$301K – 196
2022
Q1 		$301K Buy
2,221
+125
+6% +$15.1K 0.17% 142
2021
Q4 		$339K Buy
2,096
+72
+4% +$15.6K 0.18% 140
2021
Q3 		$485K Sell
2,024
-30
-1% -$7.71K 0.28% 90
2021
Q2 		$501K Buy
2,054
+309
+18% +$71.7K 0.28% 93
2021
Q1 		$396K Sell
1,745
-387
-18% -$90.5K 0.25% 102
2020
Q4 		$464K Buy
2,132
+375
+21% +$73.2K 0.3% 84
2020
Q3 		$286K Sell
1,757
-2,151
-55% -$304K 0.22% 113
2020
Q2 		$410K Hold
3,908
– – 0.35% 69
2020
Q1 		$205K Hold
3,908
– – 0.21% 111
2019
Q4 		$244K Hold
3,908
– – 0.17% 128
2019
Q3 		$242K Buy
+3,908
New +$265K 0.19% 123

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 $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealth Management Associates's XYZ Position: Q2 2022 in Review

Wealth Management Associates sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 2,221 shares — an estimated $301K sold.

Wealth Management Associates first reported a position in XYZ in Q3 2019 and held it in 11 quarters. The position peaked at $501K in Q2 2021. 1,027 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

  • Wealth Management Associates reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
  • Wealth Management Associates sold 2,221 Block Inc shares in Q2 2022, an estimated $301K.
  • Wealth Management Associates first reported a position in Block Inc in Q3 2019 and held it in 11 quarters.
  • Wealth Management Associates's Block Inc position peaked at $501K in Q2 2021.
  • 1,027 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on Wealth Management Associates's 13F filing for Q2 2022, filed 28 May 2025.