ARC
XYZ

Advisor Resource Council’s Block Inc XYZ Stock Holding History

Advisor Resource Council’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
2024
Q1 		– Sell
-3,164
Closed -$245K – 546
2023
Q4 		$245K Buy
+3,164
New +$179K 0.03% 399
2023
Q1 		– Sell
-15,702
Closed -$987K – 280
2022
Q4 		$987K Sell
15,702
-826
-5% -$51K 0.48% 43
2022
Q3 		$909K Buy
16,528
+10,251
+163% +$726K 0.61% 41
2022
Q2 		$386K Buy
6,277
+4,778
+319% +$437K 0.04% 325
2022
Q1 		$204K Sell
1,499
-2,535
-63% -$307K 0.06% 199
2021
Q4 		$652K Buy
4,034
+3,107
+335% +$673K 0.05% 291
2021
Q3 		$222K Sell
927
-796
-46% -$204K 0.07% 199
2021
Q2 		$420K Buy
+1,723
New +$400K 0.04% 334

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Advisor Resource Council's XYZ Position: Q1 2024 in Review

Advisor Resource Council sold out of Block Inc (XYZ) in Q1 2024, closing a stake of 3,164 shares — an estimated $245K sold.

Advisor Resource Council first reported a position in XYZ in Q2 2021 and held it in 8 quarters. The position peaked at $987K in Q4 2022. 1,070 funds tracked by Wall St. Rank hold XYZ as of Q1 2024.

  • Advisor Resource Council reported no remaining Block Inc position as of Q1 2024 after selling out during the quarter.
  • Advisor Resource Council sold 3,164 Block Inc shares in Q1 2024, an estimated $245K.
  • Advisor Resource Council first reported a position in Block Inc in Q2 2021 and held it in 8 quarters.
  • Advisor Resource Council's Block Inc position peaked at $987K in Q4 2022.
  • 1,070 funds tracked by Wall St. Rank held Block Inc as of Q1 2024.

Based on Advisor Resource Council's 13F filing for Q1 2024, filed 19 Apr 2024.