AP
XYZ

Atlas Principals’s Block Inc XYZ Stock Holding History

Atlas Principals’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
Q2 		– Sell
-20,000
Closed -$2.71M – 16
2022
Q1 		$2.71M Hold
20,000
– – 4.71% 8
2021
Q4 		$3.23M Buy
20,000
+10,000
+100% +$2.17M 2.37% 14
2021
Q3 		$2.4M Hold
10,000
– – 1.12% 30
2021
Q2 		$2.44M Buy
+10,000
New +$2.32M 0.96% 29
2020
Q4 		– Sell
-22,500
Closed -$3.66M – 47
2020
Q3 		$3.66M Sell
22,500
-15,000
-40% -$2.12M 1.84% 18
2020
Q2 		$3.94M Buy
37,500
+27,500
+275% +$2.11M 2.93% 14
2020
Q1 		$524K Sell
10,000
-5,000
-33% -$342K 0.5% 32
2019
Q4 		$938K Buy
+15,000
New +$959K 0.34% 39

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Atlas Principals's XYZ Position: Q1 2022 in Review

Atlas Principals sold out of Block Inc (XYZ) in Q1 2022, closing a stake of 27,500 shares — an estimated $3.33M sold.

Atlas Principals first reported a position in XYZ in Q4 2019 and held it in 9 quarters. The position peaked at $21.8M in Q4 2020. 1,248 funds tracked by Wall St. Rank hold XYZ as of Q1 2022.

  • Atlas Principals reported no remaining Block Inc position as of Q1 2022 after selling out during the quarter.
  • Atlas Principals sold 27,500 Block Inc shares in Q1 2022, an estimated $3.33M.
  • Atlas Principals first reported a position in Block Inc in Q4 2019 and held it in 9 quarters.
  • Atlas Principals's Block Inc position peaked at $21.8M in Q4 2020.
  • 1,248 funds tracked by Wall St. Rank held Block Inc as of Q1 2022.

Based on Atlas Principals's 13F filing for Q1 2022, filed 16 May 2022.