Fiducient Advisors’s Block Inc XYZ Stock Holding History

Fiducient 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
2023 Q1	–	Sell	-10,229	Closed	-$643K	–	174
2022 Q4	$643K	Buy	+10,229	New	+$631K	0.19%	69

Other funds holding XYZ

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

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

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

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Fiducient Advisors's XYZ Position: Q1 2023 in Review

Fiducient Advisors sold out of Block Inc (XYZ) in Q1 2023, closing a stake of 10,229 shares — an estimated $643K sold.

Fiducient Advisors first reported a position in XYZ in Q4 2022 and held it in 1 quarter. The position peaked at $643K in Q4 2022. 994 funds tracked by Wall St. Rank hold XYZ as of Q1 2023.

Fiducient Advisors reported no remaining Block Inc position as of Q1 2023 after selling out during the quarter.
Fiducient Advisors sold 10,229 Block Inc shares in Q1 2023, an estimated $643K.
Fiducient Advisors first reported a position in Block Inc in Q4 2022 and held it in 1 quarter.
Fiducient Advisors's Block Inc position peaked at $643K in Q4 2022.
994 funds tracked by Wall St. Rank held Block Inc as of Q1 2023.

Based on Fiducient Advisors's 13F filing for Q1 2023, filed 8 May 2023.