Carr Financial Group’s Block Inc XYZ Stock Holding History

Carr Financial Group’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
2023 Q2	–	Sell	-3,000	Closed	-$206K	–	183
2023 Q1	$206K	Buy	+3,000	New	+$225K	0.09%	164

Other funds holding XYZ

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

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

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

AIM

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

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

Carr Financial Group's XYZ Position: Q2 2023 in Review

Carr Financial Group sold out of Block Inc (XYZ) in Q2 2023, closing a stake of 3,000 shares — an estimated $206K sold.

Carr Financial Group first reported a position in XYZ in Q1 2023 and held it in 1 quarter. The position peaked at $206K in Q1 2023. 968 funds tracked by Wall St. Rank hold XYZ as of Q2 2023.

Carr Financial Group reported no remaining Block Inc position as of Q2 2023 after selling out during the quarter.
Carr Financial Group sold 3,000 Block Inc shares in Q2 2023, an estimated $206K.
Carr Financial Group first reported a position in Block Inc in Q1 2023 and held it in 1 quarter.
Carr Financial Group's Block Inc position peaked at $206K in Q1 2023.
968 funds tracked by Wall St. Rank held Block Inc as of Q2 2023.

Based on Carr Financial Group's 13F filing for Q2 2023, filed 17 Jul 2023.