AMC
XYZ

Asset Management Corp’s Block Inc XYZ Stock Holding History

Asset Management Corp’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
Q4 		– Sell
-4,225
Closed -$232K – 165
2022
Q3 		$232K Buy
+4,225
New +$299K 0.14% 134
2022
Q2 		– Sell
-3,225
Closed -$437K – 183
2022
Q1 		$437K Hold
3,225
– – 0.22% 108
2021
Q4 		$521K Sell
3,225
-250
-7% -$54.2K 0.26% 96
2021
Q3 		$833K Sell
3,475
-1,110
-24% -$285K 0.42% 63
2021
Q2 		$1.12M Buy
4,585
+2,900
+172% +$673K 0.64% 43
2021
Q1 		$383 Sell
1,685
-31,250
-95% -$7.31M 0.16% 115
2020
Q4 		$7.5M Buy
32,935
+27,810
+543% +$5.42M 4.19% 2
2020
Q3 		$833K Sell
5,125
-500
-9% -$70.6K 0.51% 46
2020
Q2 		$590K Sell
5,625
-700
-11% -$53.6K 0.38% 57
2020
Q1 		$331K Buy
6,325
+1,425
+29% +$97.5K 0.3% 77
2019
Q4 		$307K Buy
+4,900
New +$313K 0.22% 116

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Asset Management Corp's XYZ Position: Q4 2022 in Review

Asset Management Corp sold out of Block Inc (XYZ) in Q4 2022, closing a stake of 4,225 shares — an estimated $232K sold.

Asset Management Corp first reported a position in XYZ in Q4 2019 and held it in 11 quarters. The position peaked at $7.5M in Q4 2020. 1,005 funds tracked by Wall St. Rank hold XYZ as of Q4 2022.

  • Asset Management Corp reported no remaining Block Inc position as of Q4 2022 after selling out during the quarter.
  • Asset Management Corp sold 4,225 Block Inc shares in Q4 2022, an estimated $232K.
  • Asset Management Corp first reported a position in Block Inc in Q4 2019 and held it in 11 quarters.
  • Asset Management Corp's Block Inc position peaked at $7.5M in Q4 2020.
  • 1,005 funds tracked by Wall St. Rank held Block Inc as of Q4 2022.

Based on Asset Management Corp's 13F filing for Q4 2022, filed 24 Jan 2023.