WCM
XYZ

Wisconsin Capital Management’s Block Inc XYZ Stock Holding History

Wisconsin Capital 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
-3,500
Closed -$475K – 53
2022
Q1 		$475K Hold
3,500
– – 0.23% 43
2021
Q4 		$565K Sell
3,500
-13,128
-79% -$2.84M 0.23% 43
2021
Q3 		$3.99M Sell
16,628
-1,250
-7% -$321K 1.64% 23
2021
Q2 		$4.36M Buy
17,878
+950
+6% +$220K 1.71% 22
2021
Q1 		$3.84M Buy
+16,928
New +$3.96M 1.59% 27
2019
Q4 		– Sell
-64,200
Closed -$3.98M – 65
2019
Q3 		$3.98M Buy
64,200
+13,200
+26% +$897K 2.11% 23
2019
Q2 		$3.7M Buy
51,000
+11,500
+29% +$803K 1.98% 24
2019
Q1 		$2.96M Hold
39,500
– – 2.64% 16
2018
Q4 		$2.22M Buy
+39,500
New +$2.79M 2.35% 21

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wisconsin Capital Management's XYZ Position: Q2 2022 in Review

Wisconsin Capital Management sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 3,500 shares — an estimated $475K sold.

Wisconsin Capital Management first reported a position in XYZ in Q4 2018 and held it in 9 quarters. The position peaked at $4.36M in Q2 2021. 1,029 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

  • Wisconsin Capital Management reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
  • Wisconsin Capital Management sold 3,500 Block Inc shares in Q2 2022, an estimated $475K.
  • Wisconsin Capital Management first reported a position in Block Inc in Q4 2018 and held it in 9 quarters.
  • Wisconsin Capital Management's Block Inc position peaked at $4.36M in Q2 2021.
  • 1,029 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on Wisconsin Capital Management's 13F filing for Q2 2022, filed 1 Aug 2022.