WAM
XYZ

Worth Asset Management’s Block Inc XYZ Stock Holding History

Worth 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
2022
Q3 		– Sell
-10
Closed -$1K – 581
2022
Q2 		$1K Hold
10
– – ﹤0.01% 516
2022
Q1 		$1K Buy
+10
New +$1.21K ﹤0.01% 526

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
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
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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Worth Asset Management's XYZ Position: Q3 2022 in Review

Worth Asset Management sold out of Block Inc (XYZ) in Q3 2022, closing a stake of 10 shares — an estimated $1K sold.

Worth Asset Management first reported a position in XYZ in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q2 2022. 970 funds tracked by Wall St. Rank hold XYZ as of Q3 2022.

  • Worth Asset Management reported no remaining Block Inc position as of Q3 2022 after selling out during the quarter.
  • Worth Asset Management sold 10 Block Inc shares in Q3 2022, an estimated $1K.
  • Worth Asset Management first reported a position in Block Inc in Q1 2022 and held it in 2 quarters.
  • Worth Asset Management's Block Inc position peaked at $1K in Q2 2022.
  • 970 funds tracked by Wall St. Rank held Block Inc as of Q3 2022.

Based on Worth Asset Management's 13F filing for Q3 2022, filed 7 Oct 2022.