C
XYZ

Consulta’s Block Inc XYZ Stock Holding History

Consulta’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
-1,000,000
Closed -$136M – 13
2022
Q1 		$136M Buy
1,000,000
+300,000
+43% +$36.3M 6.81% 5
2021
Q4 		$113M Buy
700,000
+327,500
+88% +$71M 5.58% 9
2021
Q3 		$89.3M Hold
372,500
– – 4.45% 10
2021
Q2 		$90.8M Buy
+372,500
New +$86.4M 4.28% 10

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

Consulta's XYZ Position: Q2 2022 in Review

Consulta sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 1,000,000 shares — an estimated $136M sold.

Consulta first reported a position in XYZ in Q2 2021 and held it in 4 quarters. The position peaked at $136M in Q1 2022. 1,028 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

  • Consulta reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
  • Consulta sold 1,000,000 Block Inc shares in Q2 2022, an estimated $136M.
  • Consulta first reported a position in Block Inc in Q2 2021 and held it in 4 quarters.
  • Consulta's Block Inc position peaked at $136M in Q1 2022.
  • 1,028 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on Consulta's 13F filing for Q2 2022, filed 15 Aug 2022.