Well Done LLC’s Block Inc XYZ Stock Holding History

Well Done LLC’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
2019 Q1	–	Sell	-40	Closed	-$2K	–	674
2018 Q4	$2K	Buy	+40	New	+$2.83K	﹤0.01%	658

Other funds holding XYZ

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Well Done LLC's XYZ Position: Q1 2019 in Review

Well Done LLC sold out of Block Inc (XYZ) in Q1 2019, closing a stake of 40 shares — an estimated $2K sold.

Well Done LLC first reported a position in XYZ in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 758 funds tracked by Wall St. Rank hold XYZ as of Q1 2019.

Well Done LLC reported no remaining Block Inc position as of Q1 2019 after selling out during the quarter.
Well Done LLC sold 40 Block Inc shares in Q1 2019, an estimated $2K.
Well Done LLC first reported a position in Block Inc in Q4 2018 and held it in 1 quarter.
Well Done LLC's Block Inc position peaked at $2K in Q4 2018.
758 funds tracked by Wall St. Rank held Block Inc as of Q1 2019.

Based on Well Done LLC's 13F filing for Q1 2019, filed 9 May 2019.