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Baldrige Asset Management’s Block Inc XYZ Stock Holding History

Baldrige Asset Management’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
-53
Closed -$9K – 345
2021
Q4 		$9K Sell
53
-37
-41% -$8.02K ﹤0.01% 276
2021
Q3 		$22K Hold
90
– – 0.01% 228
2021
Q2 		$22K Buy
+90
New +$20.9K 0.01% 231

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 $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
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

Baldrige Asset Management's XYZ Position: Q1 2022 in Review

Baldrige Asset Management sold out of Block Inc (XYZ) in Q1 2022, closing a stake of 53 shares — an estimated $9K sold.

Baldrige Asset Management first reported a position in XYZ in Q2 2021 and held it in 3 quarters. The position peaked at $22K in Q3 2021. 1,250 funds tracked by Wall St. Rank hold XYZ as of Q1 2022.

  • Baldrige Asset Management reported no remaining Block Inc position as of Q1 2022 after selling out during the quarter.
  • Baldrige Asset Management sold 53 Block Inc shares in Q1 2022, an estimated $9K.
  • Baldrige Asset Management first reported a position in Block Inc in Q2 2021 and held it in 3 quarters.
  • Baldrige Asset Management's Block Inc position peaked at $22K in Q3 2021.
  • 1,250 funds tracked by Wall St. Rank held Block Inc as of Q1 2022.

Based on Baldrige Asset Management's 13F filing for Q1 2022, filed 26 Apr 2022.