AII
XYZ

AGF Investments Inc’s Block Inc XYZ Stock Holding History

AGF Investments Inc’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
Q1 		– Sell
-85
Closed -$14K – 729
2021
Q4 		$14K Buy
85
+30
+55% +$6.5K ﹤0.01% 683
2021
Q3 		$13K Sell
55
-5,307
-99% -$1.36M ﹤0.01% 687
2021
Q2 		$1.31M Sell
5,362
-8,006
-60% -$1.86M 0.01% 388
2021
Q1 		$3.04M Sell
13,368
-8,940
-40% -$2.09M 0.02% 284
2020
Q4 		$4.86M Sell
22,308
-12,427
-36% -$2.42M 0.04% 239
2020
Q3 		$5.65M Sell
34,735
-16,335
-32% -$2.31M 0.06% 218
2020
Q2 		$5.36M Buy
+51,070
New +$3.91M 0.06% 208
2020
Q1 		– Sell
-714,497
Closed -$44.7M – 815
2019
Q4 		$44.7M Sell
714,497
-40,380
-5% -$2.58M 0.54% 67
2019
Q3 		$46.8M Sell
754,877
-10,539
-1% -$716K 0.59% 62
2019
Q2 		$55.5M Sell
765,416
-6,869
-0.9% -$480K 0.67% 58
2019
Q1 		$57.9M Buy
+772,285
New +$56M 0.65% 55
2018
Q4 		– Sell
-100,000
Closed -$9.9M – 381
2018
Q3 		$9.9M Sell
100,000
-404
-0.4% -$31.2K 0.1% 159
2018
Q2 		$6.19M Sell
100,404
-140,000
-58% -$7.7M 0.06% 175
2018
Q1 		$11.8M Buy
240,404
+19,247
+9% +$883K 0.13% 163
2017
Q4 		$7.67M Hold
221,157
– – 0.07% 193
2017
Q3 		$6.37M Hold
221,157
– – 0.07% 190
2017
Q2 		$5.19M Buy
+221,157
New +$4.57M 0.06% 194

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 $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

AGF Investments Inc's XYZ Position: Q1 2022 in Review

AGF Investments Inc sold out of Block Inc (XYZ) in Q1 2022, closing a stake of 85 shares — an estimated $14K sold.

AGF Investments Inc first reported a position in XYZ in Q2 2017 and held it in 17 quarters. The position peaked at $57.9M in Q1 2019. 1,249 funds tracked by Wall St. Rank hold XYZ as of Q1 2022.

  • AGF Investments Inc reported no remaining Block Inc position as of Q1 2022 after selling out during the quarter.
  • AGF Investments Inc sold 85 Block Inc shares in Q1 2022, an estimated $14K.
  • AGF Investments Inc first reported a position in Block Inc in Q2 2017 and held it in 17 quarters.
  • AGF Investments Inc's Block Inc position peaked at $57.9M in Q1 2019.
  • 1,249 funds tracked by Wall St. Rank held Block Inc as of Q1 2022.

Based on AGF Investments Inc's 13F filing for Q1 2022, filed 10 May 2022.