Capital Advisory Group Advisory Services’s Block Inc XYZ Stock Holding History

Capital Advisory Group Advisory 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	-1,072	Closed	-$145K	–	502
2022 Q1	$145K	Buy	+1,072	New	+$130K	0.07%	181
2021 Q4	–	Sell	-3,731	Closed	-$895K	–	537
2021 Q3	$895K	Sell	3,731 -77	-2%	-$19.8K	0.32%	73
2021 Q2	$928K	Sell	3,808 -224	-6%	-$52K	0.34%	75
2021 Q1	$915K	Buy	4,032 +362	+10%	+$84.7K	0.36%	72
2020 Q4	$799K	Sell	3,670 -626	-15%	-$122K	0.34%	72
2020 Q3	$698K	Sell	4,296 -342	-7%	-$48.3K	0.36%	70
2020 Q2	$487K	Buy	+4,638	New	+$355K	0.27%	78
2020 Q1	–	Sell	-4,392	Closed	-$276K	–	486
2019 Q4	$276K	Buy	4,392 +3,342	+318%	+$214K	0.15%	85
2019 Q3	$63K	Hold	1,050	–	–	0.04%	138
2019 Q2	$77K	Buy	1,050 +220	+27%	+$15.4K	0.05%	135
2019 Q1	$62K	Buy	830 +105	+14%	+$7.61K	0.04%	136
2018 Q4	$42K	Buy	725 +692	+2,097%	+$48.9K	0.03%	150
2018 Q3	$3K	Buy	+33	New	+$2.54K	﹤0.01%	322

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital Advisory Group Advisory Services's XYZ Position: Q2 2022 in Review

Capital Advisory Group Advisory Services sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 1,072 shares — an estimated $145K sold.

Capital Advisory Group Advisory Services first reported a position in XYZ in Q3 2018 and held it in 13 quarters. The position peaked at $928K in Q2 2021. 1,027 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

Capital Advisory Group Advisory Services reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 1,072 Block Inc shares in Q2 2022, an estimated $145K.
Capital Advisory Group Advisory Services first reported a position in Block Inc in Q3 2018 and held it in 13 quarters.
Capital Advisory Group Advisory Services's Block Inc position peaked at $928K in Q2 2021.
1,027 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.