CIA
XYZ

Capital Investment Advisors’s Block Inc XYZ Stock Holding History

Capital Investment Advisors’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
-1,693
Closed -$273K – 621
2021
Q4 		$273K Sell
1,693
-36
-2% -$7.8K 0.01% 487
2021
Q3 		$415K Buy
1,729
+399
+30% +$102K 0.01% 390
2021
Q2 		$324K Buy
1,330
+118
+10% +$27.4K 0.01% 435
2021
Q1 		$275K Buy
1,212
+139
+13% +$32.5K 0.01% 451
2020
Q4 		$233K Sell
1,073
-391
-27% -$76.3K 0.01% 460
2020
Q3 		$238K Buy
+1,464
New +$207K 0.01% 436

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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

Capital Investment Advisors's XYZ Position: Q1 2022 in Review

Capital Investment Advisors sold out of Block Inc (XYZ) in Q1 2022, closing a stake of 1,693 shares — an estimated $273K sold.

Capital Investment Advisors first reported a position in XYZ in Q3 2020 and held it in 6 quarters. The position peaked at $415K in Q3 2021. 1,248 funds tracked by Wall St. Rank hold XYZ as of Q1 2022.

  • Capital Investment Advisors reported no remaining Block Inc position as of Q1 2022 after selling out during the quarter.
  • Capital Investment Advisors sold 1,693 Block Inc shares in Q1 2022, an estimated $273K.
  • Capital Investment Advisors first reported a position in Block Inc in Q3 2020 and held it in 6 quarters.
  • Capital Investment Advisors's Block Inc position peaked at $415K in Q3 2021.
  • 1,248 funds tracked by Wall St. Rank held Block Inc as of Q1 2022.

Based on Capital Investment Advisors's 13F filing for Q1 2022, filed 13 Apr 2022.