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Arthur M. Cohen & Associates’s Block Inc XYZ Stock Holding History

Arthur M. Cohen & Associates’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 		– Sell
-3,510
Closed -$216K – 141
2022
Q2 		$216K Sell
3,510
-6,018
-63% -$550K 0.05% 123
2022
Q1 		$1.29M Sell
9,528
-69
-0.7% -$8.35K 0.27% 54
2021
Q4 		$1.55M Buy
9,597
+33
+0.3% +$7.15K 0.29% 49
2021
Q3 		$2.29M Buy
9,564
+968
+11% +$249K 0.47% 38
2021
Q2 		$2.1M Buy
8,596
+2,414
+39% +$560K 0.41% 41
2021
Q1 		$1.55M Hold
6,182
– – 0.36% 45
2020
Q4 		$1.36M Buy
6,182
+1,172
+23% +$229K 0.32% 50
2020
Q3 		$814K Buy
+5,010
New +$707K 0.21% 62

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Arthur M. Cohen & Associates's XYZ Position: Q3 2022 in Review

Arthur M. Cohen & Associates sold out of Block Inc (XYZ) in Q3 2022, closing a stake of 3,510 shares — an estimated $216K sold.

Arthur M. Cohen & Associates first reported a position in XYZ in Q3 2020 and held it in 8 quarters. The position peaked at $2.29M in Q3 2021. 973 funds tracked by Wall St. Rank hold XYZ as of Q3 2022.

  • Arthur M. Cohen & Associates reported no remaining Block Inc position as of Q3 2022 after selling out during the quarter.
  • Arthur M. Cohen & Associates sold 3,510 Block Inc shares in Q3 2022, an estimated $216K.
  • Arthur M. Cohen & Associates first reported a position in Block Inc in Q3 2020 and held it in 8 quarters.
  • Arthur M. Cohen & Associates's Block Inc position peaked at $2.29M in Q3 2021.
  • 973 funds tracked by Wall St. Rank held Block Inc as of Q3 2022.

Based on Arthur M. Cohen & Associates's 13F filing for Q3 2022, filed 21 Oct 2022.