WAS
XYZ

Winch Advisory Services’s Block Inc XYZ Stock Holding History

Winch Advisory Services’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
2023
Q3 		– Sell
-7
Closed – – 458
2023
Q2 		$0 Hold
7
– – ﹤0.01% 452
2023
Q1 		$0 Hold
7
– – ﹤0.01% 447
2022
Q4 		$0 Hold
7
– – ﹤0.01% 438
2022
Q3 		$0 Sell
7
-8
-53% -$566 ﹤0.01% 443
2022
Q2 		$1K Sell
15
-65
-81% -$5.94K ﹤0.01% 414
2022
Q1 		$11K Sell
80
-70
-47% -$8.47K ﹤0.01% 250
2021
Q4 		$24K Buy
150
+21
+16% +$4.55K 0.01% 189
2021
Q3 		$31K Buy
129
+15
+13% +$3.85K 0.01% 169
2021
Q2 		$28K Hold
114
– – 0.01% 171
2021
Q1 		$26K Buy
114
+17
+18% +$3.98K 0.01% 163
2020
Q4 		$21K Buy
97
+29
+43% +$5.66K 0.01% 158
2020
Q3 		$11K Buy
+68
New +$9.6K ﹤0.01% 204

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Winch Advisory Services's XYZ Position: Q3 2023 in Review

Winch Advisory Services sold out of Block Inc (XYZ) in Q3 2023, closing a stake of 7 shares.

Winch Advisory Services first reported a position in XYZ in Q3 2020 and held it in 12 quarters. The position peaked at $31K in Q3 2021. 887 funds tracked by Wall St. Rank hold XYZ as of Q3 2023.

  • Winch Advisory Services reported no remaining Block Inc position as of Q3 2023 after selling out during the quarter.
  • Winch Advisory Services sold 7 Block Inc shares in Q3 2023.
  • Winch Advisory Services first reported a position in Block Inc in Q3 2020 and held it in 12 quarters.
  • Winch Advisory Services's Block Inc position peaked at $31K in Q3 2021.
  • 887 funds tracked by Wall St. Rank held Block Inc as of Q3 2023.

Based on Winch Advisory Services's 13F filing for Q3 2023, filed 6 Nov 2023.