Clear Creek Financial Management’s Block Inc XYZ Stock Holding History

Clear Creek Financial Management’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	-2,609	Closed	-$354K	–	386
2022 Q1	$354K	Buy	2,609 +129	+5%	+$15.6K	0.06%	226
2021 Q4	$401K	Buy	2,480 +1,248	+101%	+$270K	0.06%	210
2021 Q3	$295K	Sell	1,232 -55	-4%	-$14.1K	0.05%	243
2021 Q2	$314K	Buy	+1,287	New	+$299K	0.05%	226

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

Clear Creek Financial Management's XYZ Position: Q2 2022 in Review

Clear Creek Financial Management sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 2,609 shares — an estimated $354K sold.

Clear Creek Financial Management first reported a position in XYZ in Q2 2021 and held it in 4 quarters. The position peaked at $401K in Q4 2021. 1,027 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

Clear Creek Financial Management reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
Clear Creek Financial Management sold 2,609 Block Inc shares in Q2 2022, an estimated $354K.
Clear Creek Financial Management first reported a position in Block Inc in Q2 2021 and held it in 4 quarters.
Clear Creek Financial Management's Block Inc position peaked at $401K in Q4 2021.
1,027 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on Clear Creek Financial Management's 13F filing for Q2 2022, filed 27 Jul 2022.