BWFA
XYZ

Baltimore-Washington Financial Advisors’s Block Inc XYZ Stock Holding History

Baltimore-Washington 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
-2,222
Closed -$358K – 163
2021
Q4 		$358K Buy
2,222
+840
+61% +$182K 0.03% 104
2021
Q3 		$331K Buy
+1,382
New +$355K 0.03% 104

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Baltimore-Washington Financial Advisors's XYZ Position: Q1 2022 in Review

Baltimore-Washington Financial Advisors sold out of Block Inc (XYZ) in Q1 2022, closing a stake of 2,222 shares — an estimated $358K sold.

Baltimore-Washington Financial Advisors first reported a position in XYZ in Q3 2021 and held it in 2 quarters. The position peaked at $358K in Q4 2021. 1,248 funds tracked by Wall St. Rank hold XYZ as of Q1 2022.

  • Baltimore-Washington Financial Advisors reported no remaining Block Inc position as of Q1 2022 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 2,222 Block Inc shares in Q1 2022, an estimated $358K.
  • Baltimore-Washington Financial Advisors first reported a position in Block Inc in Q3 2021 and held it in 2 quarters.
  • Baltimore-Washington Financial Advisors's Block Inc position peaked at $358K in Q4 2021.
  • 1,248 funds tracked by Wall St. Rank held Block Inc as of Q1 2022.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q1 2022, filed 13 May 2022.