CP
XYZ

Corbenic Partners’s Block Inc XYZ Stock Holding History

Corbenic Partners’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 		$1K Hold
13
– – ﹤0.01% 207
2022
Q1 		$2K Buy
13
+6
+86% +$726 ﹤0.01% 215
2021
Q4 		$1K Hold
7
– – ﹤0.01% 270
2021
Q3 		$2K Hold
7
– – ﹤0.01% 256
2021
Q2 		$2K Hold
7
– – ﹤0.01% 235
2021
Q1 		$2K Hold
7
– – ﹤0.01% 225
2020
Q4 		$2K Sell
7
-4
-36% -$780 ﹤0.01% 177
2020
Q3 		$2K Hold
11
– – ﹤0.01% 150
2020
Q2 		$1K Hold
11
– – ﹤0.01% 157
2020
Q1 		$1K Hold
11
– – ﹤0.01% 180
2019
Q4 		$1K Buy
+11
New +$703 ﹤0.01% 175

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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Corbenic Partners's XYZ Position: Q2 2022 in Review

Corbenic Partners held its Block Inc (XYZ) position steady in Q2 2022 at 13 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #207.

Corbenic Partners first reported a position in XYZ in Q4 2019 and has held it in 11 quarters since. The position peaked at $2K in Q1 2022. 1,027 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

  • Corbenic Partners held 13 shares of Block Inc worth $1K as of Q2 2022.
  • Corbenic Partners left its Block Inc share count unchanged in Q2 2022.
  • Block Inc made up ﹤0.01% of Corbenic Partners's portfolio in Q2 2022, its #207 holding.
  • Corbenic Partners first reported a position in Block Inc in Q4 2019 and has held it in 11 quarters since.
  • Corbenic Partners's Block Inc position peaked at $2K in Q1 2022.
  • 1,027 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on Corbenic Partners's 13F filing for Q2 2022, filed 25 Jul 2022.