Willow Creek Wealth Management’s Block Inc XYZ Stock Holding History

Willow Creek Wealth 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
2022 Q2	–	Sell	-1,992	Closed	-$270K	–	134
2022 Q1	$270K	Hold	1,992	–	–	0.05%	102
2021 Q4	$322K	Sell	1,992 -35	-2%	-$7.58K	0.07%	93
2021 Q3	$486K	Sell	2,027 -137	-6%	-$35.2K	0.11%	57
2021 Q2	$528K	Buy	2,164 +6	+0.3%	+$1.39K	0.13%	52
2021 Q1	$490K	Sell	2,158 -50	-2%	-$11.7K	0.18%	40
2020 Q4	$481K	Sell	2,208 -414	-16%	-$80.8K	0.18%	41
2020 Q3	$426K	Sell	2,622 -594	-18%	-$83.9K	0.18%	42
2020 Q2	$337K	Sell	3,216 -1,000	-24%	-$76.6K	0.15%	41
2020 Q1	$221K	Sell	4,216 -590	-12%	-$40.4K	0.11%	58
2019 Q4	$301K	Hold	4,806	–	–	0.14%	56
2019 Q3	$298K	Hold	4,806	–	–	0.14%	59
2019 Q2	$349K	Hold	4,806	–	–	0.17%	49
2019 Q1	$360K	Hold	4,806	–	–	0.18%	43
2018 Q4	$270K	Buy	+4,806	New	+$339K	0.14%	48

Other funds holding XYZ

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

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

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

Willow Creek Wealth Management's XYZ Position: Q2 2022 in Review

Willow Creek Wealth Management sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 1,992 shares — an estimated $270K sold.

Willow Creek Wealth Management first reported a position in XYZ in Q4 2018 and held it in 14 quarters. The position peaked at $528K in Q2 2021. 1,027 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

Willow Creek Wealth Management reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
Willow Creek Wealth Management sold 1,992 Block Inc shares in Q2 2022, an estimated $270K.
Willow Creek Wealth Management first reported a position in Block Inc in Q4 2018 and held it in 14 quarters.
Willow Creek Wealth Management's Block Inc position peaked at $528K in Q2 2021.
1,027 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on Willow Creek Wealth Management's 13F filing for Q2 2022, filed 16 Aug 2022.