WealthOne’s Block Inc XYZ Stock Holding History

WealthOne’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	-1,563	Closed	-$212K	–	142
2022 Q1	$212K	Buy	+1,563	New	+$189K	0.07%	119
2019 Q1	–	Sell	-30	Closed	-$2K	–	575
2018 Q4	$2K	Buy	+30	New	+$2.12K	﹤0.01%	573

Other funds holding XYZ

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

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

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

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

AIM

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

WealthOne's XYZ Position: Q2 2022 in Review

WealthOne sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 1,563 shares — an estimated $212K sold.

WealthOne first reported a position in XYZ in Q4 2018 and held it in 2 quarters. The position peaked at $212K in Q1 2022. 1,029 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

WealthOne reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
WealthOne sold 1,563 Block Inc shares in Q2 2022, an estimated $212K.
WealthOne first reported a position in Block Inc in Q4 2018 and held it in 2 quarters.
WealthOne's Block Inc position peaked at $212K in Q1 2022.
1,029 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on WealthOne's 13F filing for Q2 2022, filed 18 Jul 2022.