W
XYZ

Wealthfront’s Block Inc XYZ Stock Holding History

Wealthfront’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
2018
Q3 		$2.16M Sell
21,776
-84,136
-79% -$6.49M 0.02% 118
2018
Q2 		$6.53M Sell
105,912
-28,795
-21% -$1.58M 0.07% 48
2018
Q1 		$6.63M Sell
134,707
-30,385
-18% -$1.39M 0.07% 48
2017
Q4 		$5.72M Sell
165,092
-48,910
-23% -$1.79M 0.06% 55
2017
Q3 		$6.17M Sell
214,002
-116,839
-35% -$3.06M 0.08% 42
2017
Q2 		$7.76M Buy
330,841
+42,378
+15% +$876K 0.12% 34
2017
Q1 		$4.99M Buy
+288,463
New +$4.51M 0.09% 42

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Wealthfront's XYZ Position: Q3 2018 in Review

Wealthfront reduced its Block Inc (XYZ) stake by 79% in Q3 2018, selling an estimated $6.49M and leaving 21,776 shares worth $2.16M. The position accounts for 0.02% of the portfolio, ranked #118.

Wealthfront first reported a position in XYZ in Q1 2017 and has held it in 7 quarters since. The position peaked at $7.76M in Q2 2017. 599 funds tracked by Wall St. Rank hold XYZ as of Q3 2018.

  • Wealthfront held 21,776 shares of Block Inc worth $2.16M as of Q3 2018.
  • Wealthfront sold 84,136 Block Inc shares in Q3 2018, an estimated $6.49M.
  • Block Inc made up 0.02% of Wealthfront's portfolio in Q3 2018, its #118 holding.
  • Wealthfront first reported a position in Block Inc in Q1 2017 and has held it in 7 quarters since.
  • Wealthfront's Block Inc position peaked at $7.76M in Q2 2017.
  • 599 funds tracked by Wall St. Rank held Block Inc as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.