CCA
XYZ

Checchi Capital Advisers’s Block Inc XYZ Stock Holding History

Checchi Capital Advisers’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
-2,007
Closed -$272K – 619
2022
Q1 		$272K Buy
2,007
+284
+16% +$34.4K 0.02% 437
2021
Q4 		$278K Sell
1,723
-258
-13% -$55.9K 0.02% 413
2021
Q3 		$475K Sell
1,981
-542
-21% -$139K 0.05% 257
2021
Q2 		$615K Sell
2,523
-105
-4% -$24.4K 0.06% 216
2021
Q1 		$597K Buy
2,628
+118
+5% +$27.6K 0.06% 209
2020
Q4 		$546K Buy
2,510
+77
+3% +$15K 0.06% 221
2020
Q3 		$395K Sell
2,433
-798
-25% -$113K 0.04% 246
2020
Q2 		$339K Buy
+3,231
New +$247K 0.04% 272
2019
Q2 		– Sell
-2,879
Closed -$216K – 449
2019
Q1 		$216K Buy
+2,879
New +$209K 0.03% 366
2018
Q4 		– Sell
-2,865
Closed -$284K – 453
2018
Q3 		$284K Buy
+2,865
New +$221K 0.03% 330

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 $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Checchi Capital Advisers's XYZ Position: Q2 2022 in Review

Checchi Capital Advisers sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 2,007 shares — an estimated $272K sold.

Checchi Capital Advisers first reported a position in XYZ in Q3 2018 and held it in 10 quarters. The position peaked at $615K in Q2 2021. 1,029 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

  • Checchi Capital Advisers reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
  • Checchi Capital Advisers sold 2,007 Block Inc shares in Q2 2022, an estimated $272K.
  • Checchi Capital Advisers first reported a position in Block Inc in Q3 2018 and held it in 10 quarters.
  • Checchi Capital Advisers's Block Inc position peaked at $615K in Q2 2021.
  • 1,029 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on Checchi Capital Advisers's 13F filing for Q2 2022, filed 11 Aug 2022.