AA
XYZ icon

Altman Advisors’s Block Inc XYZ Stock Holding History

Altman Advisors’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
-2,661
Closed -$314K – 88
2021
Q4 		$314K Sell
2,661
-3,745
-58% -$812K 0.19% 70
2021
Q3 		$1.63M Buy
6,406
+45
+0.7% +$11.6K 0.9% 49
2021
Q2 		$1.78M Buy
6,361
+331
+5% +$76.8K 1% 46
2021
Q1 		$1.37M Buy
6,030
+3,106
+106% +$727K 0.88% 45
2020
Q4 		$636K Buy
+2,924
New +$570K 0.4% 67

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Altman Advisors's XYZ Position: Q1 2022 in Review

Altman Advisors sold out of Block Inc (XYZ) in Q1 2022, closing a stake of 2,661 shares — an estimated $314K sold.

Altman Advisors first reported a position in XYZ in Q4 2020 and held it in 5 quarters. The position peaked at $1.78M in Q2 2021. 1,250 funds tracked by Wall St. Rank hold XYZ as of Q1 2022.

  • Altman Advisors reported no remaining Block Inc position as of Q1 2022 after selling out during the quarter.
  • Altman Advisors sold 2,661 Block Inc shares in Q1 2022, an estimated $314K.
  • Altman Advisors first reported a position in Block Inc in Q4 2020 and held it in 5 quarters.
  • Altman Advisors's Block Inc position peaked at $1.78M in Q2 2021.
  • 1,250 funds tracked by Wall St. Rank held Block Inc as of Q1 2022.

Based on Altman Advisors's 13F filing for Q1 2022, filed 9 May 2022.