A
XYZ

Apoletto’s Block Inc XYZ Stock Holding History

Apoletto’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 		$258K Hold
4,685
– – 0.1% 14
2022
Q2 		$288K Hold
4,685
– – 0.08% 15
2022
Q1 		$635K Sell
4,685
-1,082
-19% -$131K 0.17% 15
2021
Q4 		$931K Hold
5,767
– – 0.12% 16
2021
Q3 		$1.38M Hold
5,767
– – 0.19% 11
2021
Q2 		$1.41M Hold
5,767
– – 0.18% 9
2021
Q1 		$1.31M Sell
5,767
-291
-5% -$68.1K 0.25% 6
2020
Q4 		$1.32M Buy
+6,058
New +$1.18M 0.23% 6

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

Apoletto's XYZ Position: Q3 2022 in Review

Apoletto held its Block Inc (XYZ) position steady in Q3 2022 at 4,685 shares worth $258K. The position accounts for 0.1% of the portfolio, ranked #14.

Apoletto first reported a position in XYZ in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.41M in Q2 2021. 970 funds tracked by Wall St. Rank hold XYZ as of Q3 2022.

  • Apoletto held 4,685 shares of Block Inc worth $258K as of Q3 2022.
  • Apoletto left its Block Inc share count unchanged in Q3 2022.
  • Block Inc made up 0.1% of Apoletto's portfolio in Q3 2022, its #14 holding.
  • Apoletto first reported a position in Block Inc in Q4 2020 and has held it in 8 quarters since.
  • Apoletto's Block Inc position peaked at $1.41M in Q2 2021.
  • 970 funds tracked by Wall St. Rank held Block Inc as of Q3 2022.

Based on Apoletto's 13F filing for Q3 2022, filed 14 Nov 2022.