CPIA
XYZ

Cornell Pochily Investment Advisors’s Block Inc XYZ Stock Holding History

Cornell Pochily Investment Advisors’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
-1,570
Closed -$213K – 173
2022
Q1 		$213K Buy
1,570
+100
+7% +$12.1K 0.08% 161
2021
Q4 		$237K Hold
1,470
– – 0.09% 152
2021
Q3 		$353K Hold
1,470
– – 0.15% 131
2021
Q2 		$358K Hold
1,470
– – 0.16% 129
2021
Q1 		$334K Hold
1,470
– – 0.16% 124
2020
Q4 		$320K Hold
1,470
– – 0.15% 121
2020
Q3 		$239K Buy
+1,470
New +$208K 0.14% 130

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

Cornell Pochily Investment Advisors's XYZ Position: Q2 2022 in Review

Cornell Pochily Investment Advisors sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 1,570 shares — an estimated $213K sold.

Cornell Pochily Investment Advisors first reported a position in XYZ in Q3 2020 and held it in 7 quarters. The position peaked at $358K in Q2 2021. 1,027 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

  • Cornell Pochily Investment Advisors reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
  • Cornell Pochily Investment Advisors sold 1,570 Block Inc shares in Q2 2022, an estimated $213K.
  • Cornell Pochily Investment Advisors first reported a position in Block Inc in Q3 2020 and held it in 7 quarters.
  • Cornell Pochily Investment Advisors's Block Inc position peaked at $358K in Q2 2021.
  • 1,027 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on Cornell Pochily Investment Advisors's 13F filing for Q2 2022, filed 20 Jul 2022.