Bivin & Associates’s Block Inc XYZ Stock Holding History

Bivin & Associates’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	-35	Closed	-$6K	–	431
2021 Q4	$6K	Buy	+35	New	+$7.58K	0.01%	212

Other funds holding XYZ

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Bivin & Associates's XYZ Position: Q1 2022 in Review

Bivin & Associates sold out of Block Inc (XYZ) in Q1 2022, closing a stake of 35 shares — an estimated $6K sold.

Bivin & Associates first reported a position in XYZ in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 1,249 funds tracked by Wall St. Rank hold XYZ as of Q1 2022.

Bivin & Associates reported no remaining Block Inc position as of Q1 2022 after selling out during the quarter.
Bivin & Associates sold 35 Block Inc shares in Q1 2022, an estimated $6K.
Bivin & Associates first reported a position in Block Inc in Q4 2021 and held it in 1 quarter.
Bivin & Associates's Block Inc position peaked at $6K in Q4 2021.
1,249 funds tracked by Wall St. Rank held Block Inc as of Q1 2022.

Based on Bivin & Associates's 13F filing for Q1 2022, filed 6 May 2022.