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Advisory Resource Group’s Block Inc XYZ Stock Holding History

Advisory Resource Group’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
Q3 		– Sell
-5,461
Closed -$336K – 149
2022
Q2 		$336K Buy
5,461
+1,212
+29% +$111K 0.11% 95
2022
Q1 		$576K Buy
4,249
+1,133
+36% +$137K 0.18% 66
2021
Q4 		$381K Buy
3,116
+1,574
+102% +$341K 0.13% 93
2021
Q3 		$370K Buy
1,542
+19
+1% +$4.88K 0.14% 87
2021
Q2 		$371K Buy
1,523
+361
+31% +$83.7K 0.15% 85
2021
Q1 		$264K Buy
1,162
+223
+24% +$52.2K 0.12% 85
2020
Q4 		$204K Buy
+939
New +$183K 0.1% 97

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Advisory Resource Group's XYZ Position: Q3 2022 in Review

Advisory Resource Group sold out of Block Inc (XYZ) in Q3 2022, closing a stake of 5,461 shares — an estimated $336K sold.

Advisory Resource Group first reported a position in XYZ in Q4 2020 and held it in 7 quarters. The position peaked at $576K in Q1 2022. 973 funds tracked by Wall St. Rank hold XYZ as of Q3 2022.

  • Advisory Resource Group reported no remaining Block Inc position as of Q3 2022 after selling out during the quarter.
  • Advisory Resource Group sold 5,461 Block Inc shares in Q3 2022, an estimated $336K.
  • Advisory Resource Group first reported a position in Block Inc in Q4 2020 and held it in 7 quarters.
  • Advisory Resource Group's Block Inc position peaked at $576K in Q1 2022.
  • 973 funds tracked by Wall St. Rank held Block Inc as of Q3 2022.

Based on Advisory Resource Group's 13F filing for Q3 2022, filed 11 Oct 2022.