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Almanack Investment Partners’s Block Inc XYZ Stock Holding History

Almanack 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
2022
Q2 		– Sell
-2,288
Closed -$310K – 524
2022
Q1 		$310K Sell
2,288
-1,741
-43% -$211K 0.03% 356
2021
Q4 		$651K Sell
4,029
-28
-0.7% -$6.07K 0.05% 216
2021
Q3 		$973K Buy
4,057
+27
+0.7% +$6.93K 0.09% 165
2021
Q2 		$983K Buy
4,030
+16
+0.4% +$3.71K 0.09% 139
2021
Q1 		$911K Sell
4,014
-844
-17% -$197K 0.09% 147
2020
Q4 		$1.06M Buy
4,858
+599
+14% +$117K 0.12% 110
2020
Q3 		$733K Sell
4,259
-3,205
-43% -$453K 0.09% 148
2020
Q2 		$783K Sell
7,464
-192
-3% -$14.7K 0.14% 84
2020
Q1 		$401K Buy
7,656
+1,148
+18% +$78.5K 0.09% 147
2019
Q4 		$407K Sell
6,508
-2,992
-31% -$191K 0.08% 122
2019
Q3 		$589K Buy
9,500
+1,943
+26% +$132K 0.11% 104
2019
Q2 		$548K Buy
7,557
+2,739
+57% +$191K 0.13% 86
2019
Q1 		$361K Sell
4,818
-9,101
-65% -$660K 0.1% 91
2018
Q4 		$781K Sell
13,919
-349
-2% -$24.6K 0.23% 59
2018
Q3 		$1.18M Buy
14,268
+2,008
+16% +$155K 0.31% 50
2018
Q2 		$756K Sell
12,260
-2,307
-16% -$127K 0.34% 30
2018
Q1 		$717K Sell
14,567
-373
-2% -$17.1K 0.28% 36
2017
Q4 		$518K Buy
+14,940
New +$547K 0.2% 56
2017
Q3 		– Sell
-4,993
Closed -$117K – 202
2017
Q2 		$117K Buy
+4,993
New +$103K 0.07% 167

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 $3.38T AUM 44.17% 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

Almanack Investment Partners's XYZ Position: Q2 2022 in Review

Almanack Investment Partners sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 2,288 shares — an estimated $310K sold.

Almanack Investment Partners first reported a position in XYZ in Q2 2017 and held it in 19 quarters. The position peaked at $1.18M in Q3 2018. 1,030 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

  • Almanack Investment Partners reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 2,288 Block Inc shares in Q2 2022, an estimated $310K.
  • Almanack Investment Partners first reported a position in Block Inc in Q2 2017 and held it in 19 quarters.
  • Almanack Investment Partners's Block Inc position peaked at $1.18M in Q3 2018.
  • 1,030 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on Almanack Investment Partners's 13F filing for Q2 2022, filed 12 Aug 2022.