Bedel Financial Consulting’s Block Inc XYZ Stock Holding History

Bedel Financial Consulting’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	-274	Closed	-$37K	–	956
2022 Q1	$37K	Sell	274 -50	-15%	-$6.05K	0.01%	448
2021 Q4	$52K	Sell	324 -25	-7%	-$5.42K	0.02%	390
2021 Q3	$84K	Hold	349	–	–	0.03%	306
2021 Q2	$85K	Buy	349 +93	+36%	+$21.6K	0.03%	301
2021 Q1	$58K	Buy	256 +36	+16%	+$8.42K	0.02%	345
2020 Q4	$48K	Hold	220	–	–	0.02%	322
2020 Q3	$36K	Sell	220 -105	-32%	-$14.8K	0.02%	348
2020 Q2	$34K	Sell	325 -5	-2%	-$383	0.02%	331
2020 Q1	$17K	Buy	330 +230	+230%	+$15.7K	0.01%	407
2019 Q4	$6K	Hold	100	–	–	﹤0.01%	577
2019 Q3	$6K	Hold	100	–	–	﹤0.01%	561
2019 Q2	$7K	Buy	+100	New	+$6.99K	﹤0.01%	537
2018 Q3	–	Sell	-100	Closed	-$6K	–	727
2018 Q2	$6K	Hold	100	–	–	﹤0.01%	537
2018 Q1	$5K	Buy	+100	New	+$4.59K	﹤0.01%	554

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bedel Financial Consulting's XYZ Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 274 shares — an estimated $37K sold.

Bedel Financial Consulting first reported a position in XYZ in Q1 2018 and held it in 14 quarters. The position peaked at $85K in Q2 2021. 1,030 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

Bedel Financial Consulting reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 274 Block Inc shares in Q2 2022, an estimated $37K.
Bedel Financial Consulting first reported a position in Block Inc in Q1 2018 and held it in 14 quarters.
Bedel Financial Consulting's Block Inc position peaked at $85K in Q2 2021.
1,030 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.