WWM
XYZ

WJ Wealth Management’s Block Inc XYZ Stock Holding History

WJ 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
Q4 		– Sell
-4,080
Closed -$224K – 58
2022
Q3 		$224K Sell
4,080
-50
-1% -$3.54K 0.14% 51
2022
Q2 		$253K Buy
4,130
+953
+30% +$87.1K 0.18% 44
2022
Q1 		$432K Buy
3,177
+50
+2% +$6.05K 0.29% 29
2021
Q4 		$503K Buy
3,127
+82
+3% +$17.8K 0.3% 32
2021
Q3 		$731K Buy
3,045
+89
+3% +$22.9K 0.49% 30
2021
Q2 		$721K Sell
2,956
-366
-11% -$84.9K 2.23% 10
2021
Q1 		$754K Buy
3,322
+3
+0.1% +$702 2.35% 12
2020
Q4 		$722K Buy
3,319
+594
+22% +$116K 2.25% 12
2020
Q3 		$443K Sell
2,725
-2,685
-50% -$379K 1.43% 18
2020
Q2 		$568K Buy
+5,410
New +$414K 0.4% 31

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

WJ Wealth Management's XYZ Position: Q4 2022 in Review

WJ Wealth Management sold out of Block Inc (XYZ) in Q4 2022, closing a stake of 4,080 shares — an estimated $224K sold.

WJ Wealth Management first reported a position in XYZ in Q2 2020 and held it in 10 quarters. The position peaked at $754K in Q1 2021. 1,004 funds tracked by Wall St. Rank hold XYZ as of Q4 2022.

  • WJ Wealth Management reported no remaining Block Inc position as of Q4 2022 after selling out during the quarter.
  • WJ Wealth Management sold 4,080 Block Inc shares in Q4 2022, an estimated $224K.
  • WJ Wealth Management first reported a position in Block Inc in Q2 2020 and held it in 10 quarters.
  • WJ Wealth Management's Block Inc position peaked at $754K in Q1 2021.
  • 1,004 funds tracked by Wall St. Rank held Block Inc as of Q4 2022.

Based on WJ Wealth Management's 13F filing for Q4 2022, filed 15 Feb 2023.