FANJ
XYZ

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
2018
Q2 		– Sell
-400
Closed -$20K – 1539
2018
Q1 		$20K Sell
400
-1,200
-75% -$55.1K ﹤0.01% 889
2017
Q4 		$56K Sell
1,600
-900
-36% -$33K 0.01% 655
2017
Q3 		$72K Buy
2,500
+1,500
+150% +$39.3K 0.01% 577
2017
Q2 		$23K Sell
1,000
-500
-33% -$10.3K ﹤0.01% 916
2017
Q1 		$26K Buy
+1,500
New +$23.5K ﹤0.01% 864

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
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
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Goldman Sachs
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. 1,027 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.
  • 1,027 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.