AGA
XYZ

Accuvest Global Advisors’s Block Inc XYZ Stock Holding History

Accuvest Global 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
Q1 		– Sell
-17,871
Closed -$2.89M – 126
2021
Q4 		$2.89M Buy
17,871
+11,416
+177% +$2.47M 1.27% 31
2021
Q3 		$1.52M Hold
6,455
– – 0.72% 44
2021
Q2 		$1.57M Sell
6,455
-133
-2% -$30.8K 0.79% 39
2021
Q1 		$1.5M Buy
+6,588
New +$1.54M 0.8% 42
2020
Q3 		– Sell
-130
Closed -$14K – 59
2020
Q2 		$14K Buy
+130
New +$9.95K 0.04% 44
2019
Q2 		– Sell
-4,027
Closed -$302K – 123
2019
Q1 		$302K Buy
+4,027
New +$292K 0.16% 103
2018
Q4 		– Sell
-11,651
Closed -$1.15M – 149
2018
Q3 		$1.15M Buy
11,651
+3,544
+44% +$273K 0.43% 38
2018
Q2 		$500K Buy
8,107
+7,985
+6,545% +$439K 0.19% 72
2018
Q1 		$6K Sell
122
-36
-23% -$1.65K ﹤0.01% 95
2017
Q4 		$5K Sell
158
-29
-16% -$1.06K ﹤0.01% 92
2017
Q3 		$5K Sell
187
-20,883
-99% -$547K ﹤0.01% 90
2017
Q2 		$494K Sell
21,070
-5,090
-19% -$105K 0.16% 80
2017
Q1 		$452K Buy
+26,160
New +$409K 0.14% 71

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 $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Accuvest Global Advisors's XYZ Position: Q1 2022 in Review

Accuvest Global Advisors sold out of Block Inc (XYZ) in Q1 2022, closing a stake of 17,871 shares — an estimated $2.89M sold.

Accuvest Global Advisors first reported a position in XYZ in Q1 2017 and held it in 13 quarters. The position peaked at $2.89M in Q4 2021. 1,249 funds tracked by Wall St. Rank hold XYZ as of Q1 2022.

  • Accuvest Global Advisors reported no remaining Block Inc position as of Q1 2022 after selling out during the quarter.
  • Accuvest Global Advisors sold 17,871 Block Inc shares in Q1 2022, an estimated $2.89M.
  • Accuvest Global Advisors first reported a position in Block Inc in Q1 2017 and held it in 13 quarters.
  • Accuvest Global Advisors's Block Inc position peaked at $2.89M in Q4 2021.
  • 1,249 funds tracked by Wall St. Rank held Block Inc as of Q1 2022.

Based on Accuvest Global Advisors's 13F filing for Q1 2022, filed 6 May 2022.