CAN
XYZ

Claraphi Advisory Network’s Block Inc XYZ Stock Holding History

Claraphi Advisory Network’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
2021
Q4 		– Sell
-1,503
Closed -$360K – 335
2021
Q3 		$360K Sell
1,503
-1,585
-51% -$407K 0.13% 188
2021
Q2 		$753K Sell
3,088
-3,719
-55% -$863K 0.23% 98
2021
Q1 		$1.55M Buy
6,807
+121
+2% +$28.3K 0.43% 40
2020
Q4 		$1.46M Sell
6,686
-81
-1% -$15.8K 0.4% 44
2020
Q3 		$1.1M Buy
6,767
+851
+14% +$120K 0.4% 43
2020
Q2 		$621K Buy
5,916
+2,619
+79% +$201K 0.26% 72
2020
Q1 		$173K Buy
+3,297
New +$225K 0.08% 220
2019
Q3 		– Sell
-4,043
Closed -$293K – 441
2019
Q2 		$293K Buy
+4,043
New +$282K 0.17% 156

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Claraphi Advisory Network's XYZ Position: Q4 2021 in Review

Claraphi Advisory Network sold out of Block Inc (XYZ) in Q4 2021, closing a stake of 1,503 shares — an estimated $360K sold.

Claraphi Advisory Network first reported a position in XYZ in Q2 2019 and held it in 8 quarters. The position peaked at $1.55M in Q1 2021. 1,364 funds tracked by Wall St. Rank hold XYZ as of Q4 2021.

  • Claraphi Advisory Network reported no remaining Block Inc position as of Q4 2021 after selling out during the quarter.
  • Claraphi Advisory Network sold 1,503 Block Inc shares in Q4 2021, an estimated $360K.
  • Claraphi Advisory Network first reported a position in Block Inc in Q2 2019 and held it in 8 quarters.
  • Claraphi Advisory Network's Block Inc position peaked at $1.55M in Q1 2021.
  • 1,364 funds tracked by Wall St. Rank held Block Inc as of Q4 2021.

Based on Claraphi Advisory Network's 13F filing for Q4 2021, filed 7 Feb 2022.