WBG
XYZ

Wharton Business Group’s Block Inc XYZ Stock Holding History

Wharton Business Group’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
-1,923
Closed -$261K – 136
2022
Q1 		$261K Hold
1,923
– – 0.02% 121
2021
Q4 		$311K Buy
+1,923
New +$417K 0.02% 108
2021
Q3 		– Sell
-1,923
Closed -$469K – 126
2021
Q2 		$469K Sell
1,923
-275
-13% -$63.8K 0.04% 81
2021
Q1 		$499K Hold
2,198
– – 0.04% 76
2020
Q4 		$478K Hold
2,198
– – 0.04% 73
2020
Q3 		$357K Hold
2,198
– – 0.03% 83
2020
Q2 		$231K Buy
+2,198
New +$168K 0.02% 104

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Sands Capital Management
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AIM
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T. Rowe Price Associates
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Wellington Management Group
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State Street
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Sumitomo Mitsui Trust Group
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Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return