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Advisors Capital Management’s Block Inc XYZ Stock Holding History

Advisors Capital 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
-1,525
Closed -$207K – 469
2022
Q1 		$207K Sell
1,525
-271
-15% -$32.8K 0.01% 416
2021
Q4 		$290K Buy
1,796
+100
+6% +$21.7K 0.01% 371
2021
Q3 		$407K Buy
1,696
+30
+2% +$7.71K 0.01% 319
2021
Q2 		$406K Buy
1,666
+270
+19% +$62.6K 0.01% 302
2021
Q1 		$316K Buy
1,396
+390
+39% +$91.2K 0.01% 301
2020
Q4 		$218K Buy
+1,006
New +$196K 0.01% 325

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
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
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Advisors Capital Management's XYZ Position: Q2 2022 in Review

Advisors Capital Management sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 1,525 shares — an estimated $207K sold.

Advisors Capital Management first reported a position in XYZ in Q4 2020 and held it in 6 quarters. The position peaked at $407K in Q3 2021. 1,030 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

  • Advisors Capital Management reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
  • Advisors Capital Management sold 1,525 Block Inc shares in Q2 2022, an estimated $207K.
  • Advisors Capital Management first reported a position in Block Inc in Q4 2020 and held it in 6 quarters.
  • Advisors Capital Management's Block Inc position peaked at $407K in Q3 2021.
  • 1,030 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on Advisors Capital Management's 13F filing for Q2 2022, filed 12 Aug 2022.