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1834 Investment Advisors’s Block Inc XYZ Stock Holding History

1834 Investment Advisors’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
-1,168
Closed -$72K – 464
2022
Q2 		$72K Sell
1,168
-6,394
-85% -$584K 0.01% 245
2022
Q1 		$1.02M Buy
7,562
+4,789
+173% +$580K 0.13% 110
2021
Q4 		$448K Sell
2,773
-3,186
-53% -$690K 0.05% 139
2021
Q3 		$1.43M Buy
5,959
+5,709
+2,284% +$1.47M 0.17% 87
2021
Q2 		$61K Buy
250
+200
+400% +$46.4K 0.01% 265
2021
Q1 		$11K Sell
50
-5
-9% -$1.17K ﹤0.01% 384
2020
Q4 		$12K Buy
+55
New +$10.7K ﹤0.01% 359
2019
Q4 		– Sell
-100
Closed -$6K – 497
2019
Q3 		$6K Buy
+100
New +$6.79K ﹤0.01% 418

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

1834 Investment Advisors's XYZ Position: Q3 2022 in Review

1834 Investment Advisors sold out of Block Inc (XYZ) in Q3 2022, closing a stake of 1,168 shares — an estimated $72K sold.

1834 Investment Advisors first reported a position in XYZ in Q3 2019 and held it in 8 quarters. The position peaked at $1.43M in Q3 2021. 973 funds tracked by Wall St. Rank hold XYZ as of Q3 2022.

  • 1834 Investment Advisors reported no remaining Block Inc position as of Q3 2022 after selling out during the quarter.
  • 1834 Investment Advisors sold 1,168 Block Inc shares in Q3 2022, an estimated $72K.
  • 1834 Investment Advisors first reported a position in Block Inc in Q3 2019 and held it in 8 quarters.
  • 1834 Investment Advisors's Block Inc position peaked at $1.43M in Q3 2021.
  • 973 funds tracked by Wall St. Rank held Block Inc as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.