CFS
XYZ

CRA Financial Services’s Block Inc XYZ Stock Holding History

CRA Financial Services’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
-2,379
Closed -$323K – 224
2022
Q1 		$323K Sell
2,379
-36
-1% -$4.36K 0.1% 140
2021
Q4 		$390K Buy
2,415
+30
+1% +$6.5K 0.12% 130
2021
Q3 		$572K Buy
2,385
+60
+3% +$15.4K 0.19% 93
2021
Q2 		$567K Buy
2,325
+50
+2% +$11.6K 0.2% 93
2021
Q1 		$517K Sell
2,275
-100
-4% -$23.4K 0.2% 94
2020
Q4 		$517K Buy
2,375
+295
+14% +$57.5K 0.22% 88
2020
Q3 		$338K Buy
+2,080
New +$294K 0.16% 101

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

CRA Financial Services's XYZ Position: Q2 2022 in Review

CRA Financial Services sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 2,379 shares — an estimated $323K sold.

CRA Financial Services first reported a position in XYZ in Q3 2020 and held it in 7 quarters. The position peaked at $572K in Q3 2021. 1,027 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

  • CRA Financial Services reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
  • CRA Financial Services sold 2,379 Block Inc shares in Q2 2022, an estimated $323K.
  • CRA Financial Services first reported a position in Block Inc in Q3 2020 and held it in 7 quarters.
  • CRA Financial Services's Block Inc position peaked at $572K in Q3 2021.
  • 1,027 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on CRA Financial Services's 13F filing for Q2 2022, filed 21 Jul 2022.