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XYZ

Wilbanks Smith & Thomas Asset Management’s Block Inc XYZ Stock Holding History

Wilbanks Smith & Thomas Asset Management’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 		– Sell
-4,000
Closed -$396K – 1346
2018
Q3 		$396K Buy
+4,000
New +$309K 0.02% 266

Other funds holding XYZ

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's XYZ Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Block Inc (XYZ) in Q4 2018, closing a stake of 4,000 shares — an estimated $396K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in XYZ in Q3 2018 and held it in 1 quarter. The position peaked at $396K in Q3 2018. 655 funds tracked by Wall St. Rank hold XYZ as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Block Inc position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 4,000 Block Inc shares in Q4 2018, an estimated $396K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Block Inc in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Block Inc position peaked at $396K in Q3 2018.
  • 655 funds tracked by Wall St. Rank held Block Inc as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.