FMI
XYZ

F/M Investments’s Block Inc XYZ Stock Holding History

F/M Investments’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
Q3 		– Sell
-13,204
Closed -$3.22M – 88
2022
Q2 		$3.22M Buy
+13,204
New +$1.21M 2.55% 11
2021
Q4 		– Sell
-13,213
Closed -$3.17M – 102
2021
Q3 		$3.17M Buy
13,213
+9
+0.1% +$2.31K 2.27% 10
2021
Q2 		$3.22M Buy
13,204
+3,251
+33% +$754K 2.55% 11
2021
Q1 		$2.26M Buy
+9,953
New +$2.33M 1.79% 16

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

F/M Investments's XYZ Position: Q3 2022 in Review

F/M Investments sold out of Block Inc (XYZ) in Q3 2022, closing a stake of 13,204 shares — an estimated $3.22M sold.

F/M Investments first reported a position in XYZ in Q1 2021 and held it in 4 quarters. The position peaked at $3.22M in Q2 2022. 970 funds tracked by Wall St. Rank hold XYZ as of Q3 2022.

  • F/M Investments reported no remaining Block Inc position as of Q3 2022 after selling out during the quarter.
  • F/M Investments sold 13,204 Block Inc shares in Q3 2022, an estimated $3.22M.
  • F/M Investments first reported a position in Block Inc in Q1 2021 and held it in 4 quarters.
  • F/M Investments's Block Inc position peaked at $3.22M in Q2 2022.
  • 970 funds tracked by Wall St. Rank held Block Inc as of Q3 2022.

Based on F/M Investments's 13F filing for Q3 2022, filed 4 Nov 2022.