WCM
XYZ icon

Wealthcare Capital Management’s Block Inc XYZ Stock Holding History

Wealthcare Capital 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
2021
Q2 		– Sell
-42
Closed -$10K – 703
2021
Q1 		$10K Buy
+42
New +$9.82K ﹤0.01% 283
2020
Q1 		– Sell
-36
Closed -$2K – 670
2019
Q4 		$2K Buy
+36
New +$2.3K ﹤0.01% 598

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Wealthcare Capital Management's XYZ Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Block Inc (XYZ) in Q2 2021, closing a stake of 42 shares — an estimated $10K sold.

Wealthcare Capital Management first reported a position in XYZ in Q4 2019 and held it in 2 quarters. The position peaked at $10K in Q1 2021. 1,352 funds tracked by Wall St. Rank hold XYZ as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Block Inc position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 42 Block Inc shares in Q2 2021, an estimated $10K.
  • Wealthcare Capital Management first reported a position in Block Inc in Q4 2019 and held it in 2 quarters.
  • Wealthcare Capital Management's Block Inc position peaked at $10K in Q1 2021.
  • 1,352 funds tracked by Wall St. Rank held Block Inc as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.