DHFB
XYZ

Dixon Hubard Feinour & Brown’s Block Inc XYZ Stock Holding History

Dixon Hubard Feinour & Brown’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
-1,588
Closed -$215K – 314
2022
Q1 		$215K Buy
1,588
+50
+3% +$6.05K 0.02% 287
2021
Q4 		$248K Buy
1,538
+125
+9% +$27.1K 0.02% 277
2021
Q3 		$339K Buy
1,413
+163
+13% +$41.9K 0.07% 140
2021
Q2 		$305K Hold
1,250
– – 0.06% 153
2021
Q1 		$284K Buy
+1,250
New +$292K 0.04% 173

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

Dixon Hubard Feinour & Brown's XYZ Position: Q2 2022 in Review

Dixon Hubard Feinour & Brown sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 1,588 shares — an estimated $215K sold.

Dixon Hubard Feinour & Brown first reported a position in XYZ in Q1 2021 and held it in 5 quarters. The position peaked at $339K in Q3 2021. 1,027 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

  • Dixon Hubard Feinour & Brown reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
  • Dixon Hubard Feinour & Brown sold 1,588 Block Inc shares in Q2 2022, an estimated $215K.
  • Dixon Hubard Feinour & Brown first reported a position in Block Inc in Q1 2021 and held it in 5 quarters.
  • Dixon Hubard Feinour & Brown's Block Inc position peaked at $339K in Q3 2021.
  • 1,027 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on Dixon Hubard Feinour & Brown's 13F filing for Q2 2022, filed 22 Jul 2022.