CFG
XYZ

Cooper Financial Group’s Block Inc XYZ Stock Holding History

Cooper 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
2022
Q1 		– Sell
-1,391
Closed -$225K – 276
2021
Q4 		$225K Sell
1,391
-100
-7% -$21.7K 0.08% 209
2021
Q3 		$358K Sell
1,491
-239
-14% -$61.4K 0.07% 167
2021
Q2 		$422K Buy
1,730
+72
+4% +$16.7K 0.09% 140
2021
Q1 		$376K Sell
1,658
-848
-34% -$198K 0.08% 155
2020
Q4 		$545K Buy
2,506
+323
+15% +$63K 0.11% 146
2020
Q3 		$355K Sell
2,183
-33
-1% -$4.66K 0.1% 138
2020
Q2 		$233K Buy
+2,216
New +$170K 0.08% 165

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 $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Cooper Financial Group's XYZ Position: Q1 2022 in Review

Cooper Financial Group sold out of Block Inc (XYZ) in Q1 2022, closing a stake of 1,391 shares — an estimated $225K sold.

Cooper Financial Group first reported a position in XYZ in Q2 2020 and held it in 7 quarters. The position peaked at $545K in Q4 2020. 1,248 funds tracked by Wall St. Rank hold XYZ as of Q1 2022.

  • Cooper Financial Group reported no remaining Block Inc position as of Q1 2022 after selling out during the quarter.
  • Cooper Financial Group sold 1,391 Block Inc shares in Q1 2022, an estimated $225K.
  • Cooper Financial Group first reported a position in Block Inc in Q2 2020 and held it in 7 quarters.
  • Cooper Financial Group's Block Inc position peaked at $545K in Q4 2020.
  • 1,248 funds tracked by Wall St. Rank held Block Inc as of Q1 2022.

Based on Cooper Financial Group's 13F filing for Q1 2022, filed 12 Apr 2022.