BFS
XYZ

Bard Financial Services’s Block Inc XYZ Stock Holding History

Bard Financial Services’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
-2,480
Closed -$336K – 310
2022
Q1 		$336K Buy
2,480
+125
+5% +$15.1K 0.03% 231
2021
Q4 		$380K Hold
2,355
– – 0.03% 212
2021
Q3 		$565K Sell
2,355
-50
-2% -$12.8K 0.05% 175
2021
Q2 		$586K Buy
2,405
+580
+32% +$135K 0.05% 177
2021
Q1 		$414K Hold
1,825
– – 0.04% 193
2020
Q4 		$397K Buy
+1,825
New +$356K 0.04% 187

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

Bard Financial Services's XYZ Position: Q2 2022 in Review

Bard Financial Services sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 2,480 shares — an estimated $336K sold.

Bard Financial Services first reported a position in XYZ in Q4 2020 and held it in 6 quarters. The position peaked at $586K in Q2 2021. 1,027 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

  • Bard Financial Services reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
  • Bard Financial Services sold 2,480 Block Inc shares in Q2 2022, an estimated $336K.
  • Bard Financial Services first reported a position in Block Inc in Q4 2020 and held it in 6 quarters.
  • Bard Financial Services's Block Inc position peaked at $586K in Q2 2021.
  • 1,027 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on Bard Financial Services's 13F filing for Q2 2022, filed 6 Jul 2022.