Financial Avengers’s Block Inc XYZ Stock Holding History

Financial Avengers’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	-1	Closed	-$69	–	180
2023 Q1	$69	Hold	1	–	–	﹤0.01%	177
2022 Q4	$63	Buy	+1	New	+$62	﹤0.01%	181

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

Financial Avengers's XYZ Position: Q2 2023 in Review

Financial Avengers sold out of Block Inc (XYZ) in Q2 2023, closing a stake of 1 share — an estimated $69 sold.

Financial Avengers first reported a position in XYZ in Q4 2022 and held it in 2 quarters. The position peaked at $69 in Q1 2023. 968 funds tracked by Wall St. Rank hold XYZ as of Q2 2023.

Financial Avengers reported no remaining Block Inc position as of Q2 2023 after selling out during the quarter.
Financial Avengers sold 1 Block Inc share in Q2 2023, an estimated $69.
Financial Avengers first reported a position in Block Inc in Q4 2022 and held it in 2 quarters.
Financial Avengers's Block Inc position peaked at $69 in Q1 2023.
968 funds tracked by Wall St. Rank held Block Inc as of Q2 2023.

Based on Financial Avengers's 13F filing for Q2 2023, filed 7 Aug 2023.