WA
XYZ

WealthTrust-Arizona’s Block Inc XYZ Stock Holding History

WealthTrust-Arizona’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
Q4 		$7K Buy
130
+120
+1,200% +$8.47K ﹤0.01% 435
2018
Q3 		$1K Hold
10
– – ﹤0.01% 666
2018
Q2 		$1K Hold
10
– – ﹤0.01% 648
2018
Q1 		$0 Sell
10
-120
-92% -$5.51K ﹤0.01% 697
2017
Q4 		$5K Buy
+130
New +$4.76K ﹤0.01% 508

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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

WealthTrust-Arizona's XYZ Position: Q4 2018 in Review

WealthTrust-Arizona increased its Block Inc (XYZ) stake by 1,200% in Q4 2018, buying an estimated $8.47K and bringing the position to 130 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #435.

WealthTrust-Arizona first reported a position in XYZ in Q4 2017 and has held it in 5 quarters since. 657 funds tracked by Wall St. Rank hold XYZ as of Q4 2018.

  • WealthTrust-Arizona held 130 shares of Block Inc worth $7K as of Q4 2018.
  • WealthTrust-Arizona bought 120 Block Inc shares in Q4 2018, an estimated $8.47K.
  • Block Inc made up ﹤0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #435 holding.
  • WealthTrust-Arizona first reported a position in Block Inc in Q4 2017 and has held it in 5 quarters since.
  • 657 funds tracked by Wall St. Rank held Block Inc as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.