DeDora Capital’s Block Inc XYZ Stock Holding History

DeDora Capital’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	-2,196	Closed	-$298K	–	407
2022 Q1	$298K	Buy	+2,196	New	+$266K	0.12%	83
2021 Q4	–	Sell	-1,337	Closed	-$321K	–	114
2021 Q3	$321K	Buy	+1,337	New	+$343K	0.14%	80

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

DeDora Capital's XYZ Position: Q2 2022 in Review

DeDora Capital sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 2,196 shares — an estimated $298K sold.

DeDora Capital first reported a position in XYZ in Q3 2021 and held it in 2 quarters. The position peaked at $321K in Q3 2021. 1,027 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

DeDora Capital reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
DeDora Capital sold 2,196 Block Inc shares in Q2 2022, an estimated $298K.
DeDora Capital first reported a position in Block Inc in Q3 2021 and held it in 2 quarters.
DeDora Capital's Block Inc position peaked at $321K in Q3 2021.
1,027 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on DeDora Capital's 13F filing for Q2 2022, filed 27 Jul 2022.