Accredited Investors’s Block Inc XYZ Stock Holding History

Accredited Investors’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	-1,499	Closed	-$203K	–	190
2022 Q1	$203K	Buy	+1,499	New	+$181K	0.02%	174

Other funds holding XYZ

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Accredited Investors's XYZ Position: Q2 2022 in Review

Accredited Investors sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 1,499 shares — an estimated $203K sold.

Accredited Investors first reported a position in XYZ in Q1 2022 and held it in 1 quarter. The position peaked at $203K in Q1 2022. 1,027 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

Accredited Investors reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
Accredited Investors sold 1,499 Block Inc shares in Q2 2022, an estimated $203K.
Accredited Investors first reported a position in Block Inc in Q1 2022 and held it in 1 quarter.
Accredited Investors's Block Inc position peaked at $203K in Q1 2022.
1,027 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on Accredited Investors's 13F filing for Q2 2022, filed 21 Jul 2022.