AFM
XYZ

Abbot Financial Management’s Block Inc XYZ Stock Holding History

Abbot Financial 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
-2,392
Closed -$324K – 134
2022
Q1 		$324K Buy
+2,392
New +$290K 0.16% 106

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 $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Abbot Financial Management's XYZ Position: Q2 2022 in Review

Abbot Financial Management sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 2,392 shares — an estimated $324K sold.

Abbot Financial Management first reported a position in XYZ in Q1 2022 and held it in 1 quarter. The position peaked at $324K in Q1 2022. 1,027 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

  • Abbot Financial Management reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
  • Abbot Financial Management sold 2,392 Block Inc shares in Q2 2022, an estimated $324K.
  • Abbot Financial Management first reported a position in Block Inc in Q1 2022 and held it in 1 quarter.
  • Abbot Financial Management's Block Inc position peaked at $324K in Q1 2022.
  • 1,027 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on Abbot Financial Management's 13F filing for Q2 2022, filed 9 Aug 2022.