DY
XYZ

Dowling & Yahnke’s Block Inc XYZ Stock Holding History

Dowling & Yahnke’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
-2,289
Closed -$310K – 392
2022
Q1 		$310K Buy
2,289
+242
+12% +$29.3K 0.01% 310
2021
Q4 		$331K Buy
2,047
+70
+4% +$15.2K 0.02% 306
2021
Q3 		$474K Buy
1,977
+102
+5% +$26.2K 0.03% 269
2021
Q2 		$457K Buy
1,875
+605
+48% +$140K 0.03% 266
2021
Q1 		$288K Buy
1,270
+20
+2% +$4.68K 0.02% 298
2020
Q4 		$272K Buy
+1,250
New +$244K 0.02% 292

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 $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dowling & Yahnke's XYZ Position: Q2 2022 in Review

Dowling & Yahnke sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 2,289 shares — an estimated $310K sold.

Dowling & Yahnke first reported a position in XYZ in Q4 2020 and held it in 6 quarters. The position peaked at $474K in Q3 2021. 1,029 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

  • Dowling & Yahnke reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
  • Dowling & Yahnke sold 2,289 Block Inc shares in Q2 2022, an estimated $310K.
  • Dowling & Yahnke first reported a position in Block Inc in Q4 2020 and held it in 6 quarters.
  • Dowling & Yahnke's Block Inc position peaked at $474K in Q3 2021.
  • 1,029 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on Dowling & Yahnke's 13F filing for Q2 2022, filed 10 Aug 2022.