WAM
XYZ

Wealthspire Advisors (Maryland)’s Block Inc XYZ Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		– Sell
-4,644
Closed -$487K – 556
2020
Q2 		$487K Sell
4,644
-1,041
-18% -$79.7K 0.03% 262
2020
Q1 		$298K Sell
5,685
-3,278
-37% -$224K 0.03% 302
2019
Q4 		$561K Buy
8,963
+4,904
+121% +$313K 0.04% 261
2019
Q3 		$251K Sell
4,059
-1,446
-26% -$98.2K 0.02% 384
2019
Q2 		$399K Sell
5,505
-1,927
-26% -$135K 0.03% 291
2019
Q1 		$557K Buy
7,432
+1,827
+33% +$132K 0.04% 238
2018
Q4 		$314K Sell
5,605
-183
-3% -$12.9K 0.03% 315
2018
Q3 		$573K Buy
5,788
+517
+10% +$39.9K 0.05% 220
2018
Q2 		$325K Buy
5,271
+325
+7% +$17.9K 0.03% 336
2018
Q1 		$243K Buy
4,946
+2,180
+79% +$100K 0.02% 414
2017
Q4 		$96K Buy
2,766
+2,406
+668% +$88.1K 0.01% 730
2017
Q3 		$10K Buy
360
+7
+2% +$183 ﹤0.01% 1586
2017
Q2 		$8K Buy
353
+38
+12% +$785 ﹤0.01% 1632
2017
Q1 		$5K Hold
315
– – ﹤0.01% 1537
2016
Q4 		$4K Sell
315
-327
-51% -$4.07K ﹤0.01% 1442
2016
Q3 		$7K Buy
+642
New +$7.01K ﹤0.01% 1339

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s XYZ Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) sold out of Block Inc (XYZ) in Q3 2020, closing a stake of 4,644 shares — an estimated $487K sold.

Wealthspire Advisors (Maryland) first reported a position in XYZ in Q3 2016 and held it in 16 quarters. The position peaked at $573K in Q3 2018. 996 funds tracked by Wall St. Rank hold XYZ as of Q3 2020.

  • Wealthspire Advisors (Maryland) reported no remaining Block Inc position as of Q3 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 4,644 Block Inc shares in Q3 2020, an estimated $487K.
  • Wealthspire Advisors (Maryland) first reported a position in Block Inc in Q3 2016 and held it in 16 quarters.
  • Wealthspire Advisors (Maryland)'s Block Inc position peaked at $573K in Q3 2018.
  • 996 funds tracked by Wall St. Rank held Block Inc as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.