Affiance Financial’s Block Inc XYZ Stock Holding History

Affiance Financial’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
2023 Q1	–	Sell	-8	Closed	-$503	–	431
2022 Q4	$503	Buy	+8	New	+$494	﹤0.01%	417

Other funds holding XYZ

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Affiance Financial's XYZ Position: Q1 2023 in Review

Affiance Financial sold out of Block Inc (XYZ) in Q1 2023, closing a stake of 8 shares — an estimated $503 sold.

Affiance Financial first reported a position in XYZ in Q4 2022 and held it in 1 quarter. The position peaked at $503 in Q4 2022. 994 funds tracked by Wall St. Rank hold XYZ as of Q1 2023.

Affiance Financial reported no remaining Block Inc position as of Q1 2023 after selling out during the quarter.
Affiance Financial sold 8 Block Inc shares in Q1 2023, an estimated $503.
Affiance Financial first reported a position in Block Inc in Q4 2022 and held it in 1 quarter.
Affiance Financial's Block Inc position peaked at $503 in Q4 2022.
994 funds tracked by Wall St. Rank held Block Inc as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.