D'Orazio & Associates’s Block Inc XYZ Stock Holding History

D'Orazio & Associates’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
2021 Q4	–	Sell	-522	Closed	-$125K	–	738
2021 Q3	$125K	Buy	522 +22	+4%	+$5.65K	0.03%	120
2021 Q2	$122K	Hold	500	–	–	0.03%	115
2021 Q1	$114K	Hold	500	–	–	0.03%	109
2020 Q4	$109K	Hold	500	–	–	0.04%	105
2020 Q3	$81K	Hold	500	–	–	0.03%	112
2020 Q2	$52K	Hold	500	–	–	0.02%	136
2020 Q1	$26K	Hold	500	–	–	0.01%	169
2019 Q4	$31K	Hold	500	–	–	0.01%	182
2019 Q3	$31K	Hold	500	–	–	0.01%	178
2019 Q2	$36K	Hold	500	–	–	0.01%	162
2019 Q1	$37K	Hold	500	–	–	0.01%	162
2018 Q4	$28K	Hold	500	–	–	0.01%	159
2018 Q3	$50K	Hold	500	–	–	0.02%	135
2018 Q2	$31K	Hold	500	–	–	0.01%	151
2018 Q1	$25K	Hold	500	–	–	0.01%	156
2017 Q4	$17K	Buy	+500	New	+$18.3K	0.01%	188

Other funds holding XYZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

D'Orazio & Associates's XYZ Position: Q4 2021 in Review

D'Orazio & Associates sold out of Block Inc (XYZ) in Q4 2021, closing a stake of 522 shares — an estimated $125K sold.

D'Orazio & Associates first reported a position in XYZ in Q4 2017 and held it in 16 quarters. The position peaked at $125K in Q3 2021. 1,365 funds tracked by Wall St. Rank hold XYZ as of Q4 2021.

D'Orazio & Associates reported no remaining Block Inc position as of Q4 2021 after selling out during the quarter.
D'Orazio & Associates sold 522 Block Inc shares in Q4 2021, an estimated $125K.
D'Orazio & Associates first reported a position in Block Inc in Q4 2017 and held it in 16 quarters.
D'Orazio & Associates's Block Inc position peaked at $125K in Q3 2021.
1,365 funds tracked by Wall St. Rank held Block Inc as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.