AFC
XYZ

AFT Forsyth & Company’s Block Inc XYZ Stock Holding History

AFT Forsyth & Company’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
-4,090
Closed -$251K – 140
2022
Q2 		$251K Sell
4,090
-1
-0% -$91 0.2% 121
2022
Q1 		$555K Sell
4,091
-2,000
-33% -$242K 0.35% 81
2021
Q4 		$984K Hold
6,091
– – 0.5% 59
2021
Q3 		$1.46M Sell
6,091
-195
-3% -$50.1K 0.78% 35
2021
Q2 		$1.53M Buy
6,286
+3,920
+166% +$909K 0.82% 32
2021
Q1 		$537K Sell
2,366
-149
-6% -$34.9K 0.32% 106
2020
Q4 		$547K Buy
2,515
+150
+6% +$29.3K 0.34% 99
2020
Q3 		$384K Hold
2,365
– – 0.29% 100
2020
Q2 		$248K Sell
2,365
-6,430
-73% -$492K 0.21% 110
2020
Q1 		$461K Sell
8,795
-625
-7% -$42.7K 0.46% 72
2019
Q4 		$589K Buy
9,420
+625
+7% +$39.9K 0.45% 75
2019
Q3 		$545K Sell
8,795
-2,660
-23% -$181K 0.45% 79
2019
Q2 		$831K Sell
11,455
-280
-2% -$19.6K 0.68% 52
2019
Q1 		$879K Buy
11,735
+795
+7% +$57.6K 0.76% 46
2018
Q4 		$614K Sell
10,940
-2,025
-16% -$143K 0.61% 59
2018
Q3 		$1.28M Buy
12,965
+395
+3% +$30.5K 1.06% 28
2018
Q2 		$775K Buy
+12,570
New +$691K 0.68% 53

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

AFT Forsyth & Company's XYZ Position: Q3 2022 in Review

AFT Forsyth & Company sold out of Block Inc (XYZ) in Q3 2022, closing a stake of 4,090 shares — an estimated $251K sold.

AFT Forsyth & Company first reported a position in XYZ in Q2 2018 and held it in 17 quarters. The position peaked at $1.53M in Q2 2021. 971 funds tracked by Wall St. Rank hold XYZ as of Q3 2022.

  • AFT Forsyth & Company reported no remaining Block Inc position as of Q3 2022 after selling out during the quarter.
  • AFT Forsyth & Company sold 4,090 Block Inc shares in Q3 2022, an estimated $251K.
  • AFT Forsyth & Company first reported a position in Block Inc in Q2 2018 and held it in 17 quarters.
  • AFT Forsyth & Company's Block Inc position peaked at $1.53M in Q2 2021.
  • 971 funds tracked by Wall St. Rank held Block Inc as of Q3 2022.

Based on AFT Forsyth & Company's 13F filing for Q3 2022, filed 14 Nov 2022.