APA
XYZ

American Portfolios Advisors’s Block Inc XYZ Stock Holding History

American Portfolios 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
Q3 		$3.48M Buy
63,232
+10,628
+20% +$752K 0.15% 139
2022
Q2 		$3.23M Buy
52,604
+2,729
+5% +$249K 0.13% 163
2022
Q1 		$6.76M Buy
49,875
+9,311
+23% +$1.13M 0.23% 79
2021
Q4 		$6.55M Buy
40,564
+2,536
+7% +$550K 0.22% 85
2021
Q3 		$9.12M Buy
38,028
+742
+2% +$191K 0.34% 49
2021
Q2 		$9.09M Sell
37,286
-490
-1% -$114K 0.35% 51
2021
Q1 		$8.58M Buy
37,776
+1,080
+3% +$253K 0.37% 47
2020
Q4 		$7.99M Sell
36,696
-12,807
-26% -$2.5M 0.41% 37
2020
Q3 		$8.05M Buy
49,503
+2,734
+6% +$386K 0.46% 38
2020
Q2 		$4.91M Sell
46,769
-5,690
-11% -$436K 0.32% 65
2020
Q1 		$2.75M Buy
52,459
+20,439
+64% +$1.4M 0.23% 96
2019
Q4 		$2M Buy
32,020
+1,420
+5% +$90.7K 0.14% 146
2019
Q3 		$1.9M Buy
30,600
+272
+0.9% +$18.5K 0.16% 137
2019
Q2 		$2.2M Sell
30,328
-2,231
-7% -$156K 0.19% 121
2019
Q1 		$2.44M Buy
32,559
+1,369
+4% +$99.2K 0.23% 96
2018
Q4 		$1.75M Buy
31,190
+24,982
+402% +$1.76M 0.22% 103
2018
Q3 		$615K Buy
6,208
+1,628
+36% +$126K 0.07% 265
2018
Q2 		$282K Sell
4,580
-4,883
-52% -$269K 0.04% 420
2018
Q1 		$466K Buy
9,463
+7,294
+336% +$335K 0.07% 276
2017
Q4 		$75.2K Buy
+2,169
New +$79.4K 0.01% 838

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

American Portfolios Advisors's XYZ Position: Q3 2022 in Review

American Portfolios Advisors increased its Block Inc (XYZ) stake by 20% in Q3 2022, buying an estimated $752K and bringing the position to 63,232 shares worth $3.48M. The position accounts for 0.15% of the portfolio, ranked #139.

American Portfolios Advisors first reported a position in XYZ in Q4 2017 and has held it in 20 quarters since. The position peaked at $9.12M in Q3 2021. 971 funds tracked by Wall St. Rank hold XYZ as of Q3 2022.

  • American Portfolios Advisors held 63,232 shares of Block Inc worth $3.48M as of Q3 2022.
  • American Portfolios Advisors bought 10,628 Block Inc shares in Q3 2022, an estimated $752K.
  • Block Inc made up 0.15% of American Portfolios Advisors's portfolio in Q3 2022, its #139 holding.
  • American Portfolios Advisors first reported a position in Block Inc in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's Block Inc position peaked at $9.12M in Q3 2021.
  • 971 funds tracked by Wall St. Rank held Block Inc as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.