DA
XYZ

DSC Advisors’s Block Inc XYZ Stock Holding History

DSC Advisors’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
-1,875
Closed -$254K – 135
2022
Q1 		$254K Buy
+1,875
New +$227K 0.09% 107
2020
Q4 		– Sell
-1,890
Closed -$307K – 60
2020
Q3 		$307K Buy
+1,890
New +$267K 0.21% 35
2020
Q1 		– Sell
-3,427
Closed -$214K – 84
2019
Q4 		$214K Buy
+3,427
New +$219K 0.1% 76

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

DSC Advisors's XYZ Position: Q2 2022 in Review

DSC Advisors sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 1,875 shares — an estimated $254K sold.

DSC Advisors first reported a position in XYZ in Q4 2019 and held it in 3 quarters. The position peaked at $307K in Q3 2020. 1,027 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

  • DSC Advisors reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
  • DSC Advisors sold 1,875 Block Inc shares in Q2 2022, an estimated $254K.
  • DSC Advisors first reported a position in Block Inc in Q4 2019 and held it in 3 quarters.
  • DSC Advisors's Block Inc position peaked at $307K in Q3 2020.
  • 1,027 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on DSC Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.