CAG
XYZ

Csenge Advisory Group’s Block Inc XYZ Stock Holding History

Csenge Advisory 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
Q2 		– Sell
-2,959
Closed -$401K – 693
2022
Q1 		$401K Sell
2,959
-731
-20% -$88.5K 0.03% 424
2021
Q4 		$892K Sell
3,690
-397
-10% -$86K 0.08% 220
2021
Q3 		$978K Buy
4,087
+397
+11% +$102K 0.08% 227
2021
Q2 		$892K Buy
3,690
+250
+7% +$58K 0.08% 220
2021
Q1 		$900K Buy
3,440
+490
+17% +$115K 0.09% 177
2020
Q4 		$642K Buy
2,950
+1,595
+118% +$311K 0.08% 188
2020
Q3 		$238K Buy
+1,355
New +$191K 0.03% 342
2018
Q4 		– Sell
-4
Closed – – 1554
2018
Q3 		$0 Buy
+4
New +$309 ﹤0.01% 1694

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

Csenge Advisory Group's XYZ Position: Q2 2022 in Review

Csenge Advisory Group sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 2,959 shares — an estimated $401K sold.

Csenge Advisory Group first reported a position in XYZ in Q3 2018 and held it in 8 quarters. The position peaked at $978K in Q3 2021. 1,027 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

  • Csenge Advisory Group reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
  • Csenge Advisory Group sold 2,959 Block Inc shares in Q2 2022, an estimated $401K.
  • Csenge Advisory Group first reported a position in Block Inc in Q3 2018 and held it in 8 quarters.
  • Csenge Advisory Group's Block Inc position peaked at $978K in Q3 2021.
  • 1,027 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on Csenge Advisory Group's 13F filing for Q2 2022, filed 27 Jul 2022.