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Better Money Decisions’s Block Inc XYZ Stock Holding History

Better Money Decisions’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
Q3 		– Sell
-8
Closed – – 472
2022
Q2 		$0 Buy
+8
New +$731 ﹤0.01% 490
2021
Q4 		– Sell
-93
Closed -$22K – 609
2021
Q3 		$22K Hold
93
– – 0.02% 266
2021
Q2 		$23K Hold
93
– – 0.02% 251
2021
Q1 		$21K Buy
+93
New +$21.8K 0.02% 221

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Better Money Decisions's XYZ Position: Q3 2022 in Review

Better Money Decisions sold out of Block Inc (XYZ) in Q3 2022, closing a stake of 8 shares.

Better Money Decisions first reported a position in XYZ in Q1 2021 and held it in 4 quarters. The position peaked at $23K in Q2 2021. 973 funds tracked by Wall St. Rank hold XYZ as of Q3 2022.

  • Better Money Decisions reported no remaining Block Inc position as of Q3 2022 after selling out during the quarter.
  • Better Money Decisions sold 8 Block Inc shares in Q3 2022.
  • Better Money Decisions first reported a position in Block Inc in Q1 2021 and held it in 4 quarters.
  • Better Money Decisions's Block Inc position peaked at $23K in Q2 2021.
  • 973 funds tracked by Wall St. Rank held Block Inc as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.