Arlington Financial Advisors’s Block Inc XYZ Stock Holding History

Arlington Financial 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	-2,452	Closed	-$396K	–	81
2021 Q4	$396K	Buy	2,452 +1,052	+75%	+$228K	0.13%	57
2021 Q3	$336K	Hold	1,400	–	–	0.13%	49
2021 Q2	$341K	Hold	1,400	–	–	0.13%	51
2021 Q1	$318K	Hold	1,400	–	–	0.13%	51
2020 Q4	$305K	Hold	1,400	–	–	0.13%	53
2020 Q3	$228K	Buy	+1,400	New	+$198K	0.12%	54
2019 Q4	–	Sell	-8,150	Closed	-$505K	–	60
2019 Q3	$505K	Buy	8,150 +850	+12%	+$57.7K	0.29%	41
2019 Q2	$529K	Hold	7,300	–	–	0.3%	41
2019 Q1	$547K	Hold	7,300	–	–	0.31%	41
2018 Q4	$409K	Sell	7,300 -6,800	-48%	-$480K	0.17%	59
2018 Q3	$1.03M	Sell	14,100 -10,340	-42%	-$797K	0.62%	36
2018 Q2	$1.58M	Sell	24,440 -7,570	-24%	-$416K	0.92%	35
2018 Q1	$1.55M	Sell	32,010 -5,490	-15%	-$252K	1.02%	29
2017 Q4	$1.68M	Buy	+37,500	New	+$1.37M	0.79%	31

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Arlington Financial Advisors's XYZ Position: Q1 2022 in Review

Arlington Financial Advisors sold out of Block Inc (XYZ) in Q1 2022, closing a stake of 2,452 shares — an estimated $396K sold.

Arlington Financial Advisors first reported a position in XYZ in Q4 2017 and held it in 14 quarters. The position peaked at $1.68M in Q4 2017. 1,250 funds tracked by Wall St. Rank hold XYZ as of Q1 2022.

Arlington Financial Advisors reported no remaining Block Inc position as of Q1 2022 after selling out during the quarter.
Arlington Financial Advisors sold 2,452 Block Inc shares in Q1 2022, an estimated $396K.
Arlington Financial Advisors first reported a position in Block Inc in Q4 2017 and held it in 14 quarters.
Arlington Financial Advisors's Block Inc position peaked at $1.68M in Q4 2017.
1,250 funds tracked by Wall St. Rank held Block Inc as of Q1 2022.

Based on Arlington Financial Advisors's 13F filing for Q1 2022, filed 26 Apr 2022.