AF
XYZ

Aldebaran Financial’s Block Inc XYZ Stock Holding History

Aldebaran 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
2022
Q2 		– Sell
-5,365
Closed -$727K – 92
2022
Q1 		$727K Buy
5,365
+50
+0.9% +$6.05K 0.56% 46
2021
Q4 		$858K Buy
5,315
+85
+2% +$18.4K 0.63% 45
2021
Q3 		$1.25M Sell
5,230
-25
-0.5% -$6.42K 1.01% 28
2021
Q2 		$1.27M Sell
5,255
-20
-0.4% -$4.64K 1.04% 30
2021
Q1 		$1.2M Sell
5,275
-520
-9% -$122K 1.06% 31
2020
Q4 		$1.26M Sell
5,795
-59
-1% -$11.5K 1.17% 26
2020
Q3 		$952K Buy
5,854
+130
+2% +$18.4K 0.99% 36
2020
Q2 		$601K Sell
5,724
-14,075
-71% -$1.08M 0.71% 45
2020
Q1 		$1.04M Sell
19,799
-1,506
-7% -$103K 1.01% 29
2019
Q4 		$1.33M Sell
21,305
-30
-0.1% -$1.92K 1.01% 38
2019
Q3 		$1.31M Buy
21,335
+3,885
+22% +$264K 0.88% 46
2019
Q2 		$1.27M Buy
17,450
+50
+0.3% +$3.49K 0.87% 44
2019
Q1 		$1.3M Buy
17,400
+150
+0.9% +$10.9K 0.92% 43
2018
Q4 		$968K Buy
17,250
+6,650
+63% +$470K 0.74% 49
2018
Q3 		$1.05M Buy
10,600
+500
+5% +$38.6K 0.68% 51
2018
Q2 		$623K Hold
10,100
– – 0.43% 69
2018
Q1 		$497K Sell
10,100
-340
-3% -$15.6K 0.33% 74
2017
Q4 		$362K Buy
+10,440
New +$382K 0.24% 79

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 $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Aldebaran Financial's XYZ Position: Q2 2022 in Review

Aldebaran Financial sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 5,365 shares — an estimated $727K sold.

Aldebaran Financial first reported a position in XYZ in Q4 2017 and held it in 18 quarters. The position peaked at $1.33M in Q4 2019. 1,029 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

  • Aldebaran Financial reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
  • Aldebaran Financial sold 5,365 Block Inc shares in Q2 2022, an estimated $727K.
  • Aldebaran Financial first reported a position in Block Inc in Q4 2017 and held it in 18 quarters.
  • Aldebaran Financial's Block Inc position peaked at $1.33M in Q4 2019.
  • 1,029 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on Aldebaran Financial's 13F filing for Q2 2022, filed 1 Aug 2022.