WQ
XYZ

Wealth Quarterback’s Block Inc XYZ Stock Holding History

Wealth Quarterback’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
Q2 		– Sell
-4,011
Closed -$275K – 133
2023
Q1 		$275K Buy
4,011
+827
+26% +$61.9K 0.23% 85
2022
Q4 		$200K Buy
+3,184
New +$196K 0.17% 111
2021
Q3 		$99K Hold
409
– – 0.07% 163
2021
Q2 		$100K Buy
+409
New +$94.9K 0.06% 169
2020
Q2 		– Sell
-84
Closed -$4.4K – 822
2020
Q1 		$4.4K Buy
84
+15
+22% +$1.03K ﹤0.01% 641
2019
Q4 		$4.32K Buy
+69
New +$4.41K ﹤0.01% 658

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Wealth Quarterback's XYZ Position: Q2 2023 in Review

Wealth Quarterback sold out of Block Inc (XYZ) in Q2 2023, closing a stake of 4,011 shares — an estimated $275K sold.

Wealth Quarterback first reported a position in XYZ in Q4 2019 and held it in 6 quarters. The position peaked at $275K in Q1 2023. 968 funds tracked by Wall St. Rank hold XYZ as of Q2 2023.

  • Wealth Quarterback reported no remaining Block Inc position as of Q2 2023 after selling out during the quarter.
  • Wealth Quarterback sold 4,011 Block Inc shares in Q2 2023, an estimated $275K.
  • Wealth Quarterback first reported a position in Block Inc in Q4 2019 and held it in 6 quarters.
  • Wealth Quarterback's Block Inc position peaked at $275K in Q1 2023.
  • 968 funds tracked by Wall St. Rank held Block Inc as of Q2 2023.

Based on Wealth Quarterback's 13F filing for Q2 2023, filed 10 Aug 2023.