Ferguson Shapiro’s Block Inc XYZ Stock Holding History

Ferguson Shapiro’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
2023 Q2	–	Sell	-5,011	Closed	-$344K	–	36
2023 Q1	$344K	Buy	+5,011	New	+$375K	0.3%	19

Other funds holding XYZ

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Ferguson Shapiro's XYZ Position: Q2 2023 in Review

Ferguson Shapiro sold out of Block Inc (XYZ) in Q2 2023, closing a stake of 5,011 shares — an estimated $344K sold.

Ferguson Shapiro first reported a position in XYZ in Q1 2023 and held it in 1 quarter. The position peaked at $344K in Q1 2023. 968 funds tracked by Wall St. Rank hold XYZ as of Q2 2023.

Ferguson Shapiro reported no remaining Block Inc position as of Q2 2023 after selling out during the quarter.
Ferguson Shapiro sold 5,011 Block Inc shares in Q2 2023, an estimated $344K.
Ferguson Shapiro first reported a position in Block Inc in Q1 2023 and held it in 1 quarter.
Ferguson Shapiro's Block Inc position peaked at $344K in Q1 2023.
968 funds tracked by Wall St. Rank held Block Inc as of Q2 2023.

Based on Ferguson Shapiro's 13F filing for Q2 2023, filed 25 Jul 2023.