Financial Architects (New Jersey)’s Block Inc XYZ Stock Holding History

Financial Architects (New Jersey)’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
2019 Q2	–	Sell	-600	Closed	-$45K	–	1506
2019 Q1	$45K	Buy	600 +400	+200%	+$29K	0.01%	639
2018 Q4	$11K	Sell	200 -500	-71%	-$35.3K	﹤0.01%	976
2018 Q3	$70K	Buy	+700	New	+$54K	0.01%	548
2018 Q2	–	Sell	-500	Closed	-$25K	–	1538
2018 Q1	$25K	Sell	500 -500	-50%	-$22.9K	﹤0.01%	827
2017 Q4	$35K	Hold	1,000	–	–	0.01%	789
2017 Q3	$29K	Hold	1,000	–	–	0.01%	867
2017 Q2	$23K	Buy	1,000 +500	+100%	+$10.3K	﹤0.01%	915
2017 Q1	$9K	Buy	+500	New	+$7.82K	﹤0.01%	1171

Other funds holding XYZ

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

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

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

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial Architects (New Jersey)'s XYZ Position: Q2 2022 in Review

Financial Architects (New Jersey) sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 2,572 shares — an estimated $349K sold.

Financial Architects (New Jersey) first reported a position in XYZ in Q1 2016 and held it in 25 quarters. The position peaked at $935K in Q4 2020. 1,028 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

Financial Architects (New Jersey) reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
Financial Architects (New Jersey) sold 2,572 Block Inc shares in Q2 2022, an estimated $349K.
Financial Architects (New Jersey) first reported a position in Block Inc in Q1 2016 and held it in 25 quarters.
Financial Architects (New Jersey)'s Block Inc position peaked at $935K in Q4 2020.
1,028 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2022, filed 11 Aug 2022.