AIP
XYZ

Ahrens Investment Partners’s Block Inc XYZ Stock Holding History

Ahrens Investment Partners’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 		$5.08K Buy
+74
New +$5.54K ﹤0.01% 757
2022
Q3 		– Sell
-124
Closed -$8K – 958
2022
Q2 		$8K Sell
124
-100
-45% -$9.14K ﹤0.01% 699
2022
Q1 		$30K Sell
224
-250
-53% -$30.3K 0.01% 515
2021
Q4 		$77K Buy
+474
New +$103K 0.03% 336

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
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

Ahrens Investment Partners's XYZ Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Block Inc (XYZ) in Q1 2023: 74 shares worth $5.08K. The stake represents ﹤0.01% of the portfolio and ranks #757 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in XYZ as recently as Q2 2022.

Ahrens Investment Partners first reported a position in XYZ in Q4 2021 and has held it in 4 quarters since. The position peaked at $77K in Q4 2021. 994 funds tracked by Wall St. Rank hold XYZ as of Q1 2023.

  • Ahrens Investment Partners held 74 shares of Block Inc worth $5.08K as of Q1 2023.
  • Block Inc was a new Ahrens Investment Partners position in Q1 2023.
  • Block Inc made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #757 holding.
  • Ahrens Investment Partners first reported a position in Block Inc in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's Block Inc position peaked at $77K in Q4 2021.
  • 994 funds tracked by Wall St. Rank held Block Inc as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.