BFO
XYZ

Boston Family Office’s Block Inc XYZ Stock Holding History

Boston Family Office’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
Q4 		– Sell
-4,373
Closed -$240K – 273
2022
Q3 		$240K Sell
4,373
-1,315
-23% -$93.1K 0.02% 245
2022
Q2 		$350K Sell
5,688
-2,420
-30% -$221K 0.03% 220
2022
Q1 		$1.1M Hold
8,108
– – 0.08% 151
2021
Q4 		$1.31M Sell
8,108
-227
-3% -$49.2K 0.09% 143
2021
Q3 		$2M Buy
8,335
+830
+11% +$213K 0.14% 113
2021
Q2 		$1.83M Hold
7,505
– – 0.13% 126
2021
Q1 		$1.74M Sell
7,505
-230
-3% -$53.8K 0.13% 125
2020
Q4 		$1.68M Buy
7,735
+520
+7% +$101K 0.13% 123
2020
Q3 		$1.17M Sell
7,215
-210
-3% -$29.7K 0.11% 133
2020
Q2 		$779K Sell
7,425
-100
-1% -$7.66K 0.08% 153
2020
Q1 		$394K Hold
7,525
– – 0.05% 183
2019
Q4 		$471K Sell
7,525
-600
-7% -$38.3K 0.04% 192
2019
Q3 		$503K Hold
8,125
– – 0.05% 189
2019
Q2 		$589K Hold
8,125
– – 0.06% 179
2019
Q1 		$609K Buy
8,125
+850
+12% +$61.6K 0.07% 173
2018
Q4 		$408K Buy
7,275
+100
+1% +$7.06K 0.05% 198
2018
Q3 		$710K Buy
7,175
+1,650
+30% +$127K 0.07% 167
2018
Q2 		$341K Buy
+5,525
New +$304K 0.04% 223

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Boston Family Office's XYZ Position: Q4 2022 in Review

Boston Family Office sold out of Block Inc (XYZ) in Q4 2022, closing a stake of 4,373 shares — an estimated $240K sold.

Boston Family Office first reported a position in XYZ in Q2 2018 and held it in 18 quarters. The position peaked at $2M in Q3 2021. 1,004 funds tracked by Wall St. Rank hold XYZ as of Q4 2022.

  • Boston Family Office reported no remaining Block Inc position as of Q4 2022 after selling out during the quarter.
  • Boston Family Office sold 4,373 Block Inc shares in Q4 2022, an estimated $240K.
  • Boston Family Office first reported a position in Block Inc in Q2 2018 and held it in 18 quarters.
  • Boston Family Office's Block Inc position peaked at $2M in Q3 2021.
  • 1,004 funds tracked by Wall St. Rank held Block Inc as of Q4 2022.

Based on Boston Family Office's 13F filing for Q4 2022, filed 7 Feb 2023.