EFS
XYZ

Essex Financial Services’s Block Inc XYZ Stock Holding History

Essex Financial Services’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
Q1 		– Sell
-2,320
Closed -$375K – 531
2021
Q4 		$375K Sell
2,320
-1,271
-35% -$275K 0.04% 329
2021
Q3 		$861K Buy
3,591
+2,473
+221% +$635K 0.1% 200
2021
Q2 		$254K Hold
1,118
– – 0.04% 369
2021
Q1 		$254K Buy
+1,118
New +$262K 0.05% 297

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Essex Financial Services's XYZ Position: Q1 2022 in Review

Essex Financial Services sold out of Block Inc (XYZ) in Q1 2022, closing a stake of 2,320 shares — an estimated $375K sold.

Essex Financial Services first reported a position in XYZ in Q1 2021 and held it in 4 quarters. The position peaked at $861K in Q3 2021. 1,248 funds tracked by Wall St. Rank hold XYZ as of Q1 2022.

  • Essex Financial Services reported no remaining Block Inc position as of Q1 2022 after selling out during the quarter.
  • Essex Financial Services sold 2,320 Block Inc shares in Q1 2022, an estimated $375K.
  • Essex Financial Services first reported a position in Block Inc in Q1 2021 and held it in 4 quarters.
  • Essex Financial Services's Block Inc position peaked at $861K in Q3 2021.
  • 1,248 funds tracked by Wall St. Rank held Block Inc as of Q1 2022.

Based on Essex Financial Services's 13F filing for Q1 2022, filed 21 Apr 2022.