WT Wealth Management’s Block Inc XYZ Stock Holding History

WT 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	-13,115	Closed	-$1.78M	–	127
2022 Q1	$1.78M	Buy	13,115 +5,738	+78%	+$695K	0.68%	44
2021 Q4	$1.19M	Buy	7,377 +951	+15%	+$206K	0.44%	71
2021 Q3	$1.54M	Buy	6,426 +399	+7%	+$102K	0.59%	54
2021 Q2	$1.47M	Buy	6,027 +281	+5%	+$65.2K	0.6%	54
2021 Q1	$1.3M	Buy	5,746 +112	+2%	+$26.2K	0.6%	52
2020 Q4	$1.23M	Buy	5,634 +1,655	+42%	+$323K	0.67%	55
2020 Q3	$646K	Sell	3,979 -387	-9%	-$54.6K	0.43%	63
2020 Q2	$458K	Sell	4,366 -2,749	-39%	-$210K	0.37%	58
2020 Q1	$372K	Buy	7,115 +2,786	+64%	+$191K	0.39%	51
2019 Q4	$270K	Buy	4,329 +280	+7%	+$17.9K	0.21%	78
2019 Q3	$250K	Buy	+4,049	New	+$275K	0.22%	74

Other funds holding XYZ

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WT Wealth Management's XYZ Position: Q2 2022 in Review

WT Wealth Management sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 13,115 shares — an estimated $1.78M sold.

WT Wealth Management first reported a position in XYZ in Q3 2019 and held it in 11 quarters. The position peaked at $1.78M in Q1 2022. 1,029 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

WT Wealth Management reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
WT Wealth Management sold 13,115 Block Inc shares in Q2 2022, an estimated $1.78M.
WT Wealth Management first reported a position in Block Inc in Q3 2019 and held it in 11 quarters.
WT Wealth Management's Block Inc position peaked at $1.78M in Q1 2022.
1,029 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on WT Wealth Management's 13F filing for Q2 2022, filed 26 Jul 2022.