WP
XYZ

WealthPLAN Partners’s Block Inc XYZ Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-1,148
Closed -$76.4K – 1224
2023
Q2 		$76.4K Sell
1,148
-155
-12% -$9.68K 0.01% 437
2023
Q1 		$89.5K Sell
1,303
-6,074
-82% -$455K 0.01% 449
2022
Q4 		$581K Buy
+7,377
New +$455K 0.04% 238
2022
Q1 		$730K Buy
7,329
+4,809
+191% +$582K 0.05% 204
2021
Q4 		$308K Buy
2,520
+64
+3% +$13.9K 0.02% 315
2021
Q3 		$465K Sell
2,456
-30
-1% -$7.71K 0.03% 261
2021
Q2 		$674K Sell
2,486
-814
-25% -$189K 0.05% 200
2021
Q1 		$763K Buy
3,300
+944
+40% +$221K 0.06% 175
2020
Q4 		$560K Sell
2,356
-47
-2% -$9.17K 0.05% 204
2020
Q3 		$429K Buy
2,403
+54
+2% +$7.62K 0.04% 211
2020
Q2 		$336K Buy
+2,349
New +$180K 0.03% 224

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
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

WealthPLAN Partners's XYZ Position: Q3 2023 in Review

WealthPLAN Partners sold out of Block Inc (XYZ) in Q3 2023, closing a stake of 1,148 shares — an estimated $76.4K sold.

WealthPLAN Partners first reported a position in XYZ in Q2 2020 and held it in 11 quarters. The position peaked at $763K in Q1 2021. 887 funds tracked by Wall St. Rank hold XYZ as of Q3 2023.

  • WealthPLAN Partners reported no remaining Block Inc position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 1,148 Block Inc shares in Q3 2023, an estimated $76.4K.
  • WealthPLAN Partners first reported a position in Block Inc in Q2 2020 and held it in 11 quarters.
  • WealthPLAN Partners's Block Inc position peaked at $763K in Q1 2021.
  • 887 funds tracked by Wall St. Rank held Block Inc as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.