FEG
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Financial Enhancement Group’s Block Inc XYZ Stock Holding History

Financial Enhancement Group’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
2022
Q3 		– Sell
-10
Closed -$1K – 345
2022
Q2 		$1K Buy
+10
New +$914 ﹤0.01% 296
2020
Q4 		– Sell
-15
Closed -$2K – 323
2020
Q3 		$2K Buy
+15
New +$2.12K ﹤0.01% 229

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Financial Enhancement Group's XYZ Position: Q3 2022 in Review

Financial Enhancement Group sold out of Block Inc (XYZ) in Q3 2022, closing a stake of 10 shares — an estimated $1K sold.

Financial Enhancement Group first reported a position in XYZ in Q3 2020 and held it in 2 quarters. The position peaked at $2K in Q3 2020. 973 funds tracked by Wall St. Rank hold XYZ as of Q3 2022.

  • Financial Enhancement Group reported no remaining Block Inc position as of Q3 2022 after selling out during the quarter.
  • Financial Enhancement Group sold 10 Block Inc shares in Q3 2022, an estimated $1K.
  • Financial Enhancement Group first reported a position in Block Inc in Q3 2020 and held it in 2 quarters.
  • Financial Enhancement Group's Block Inc position peaked at $2K in Q3 2020.
  • 973 funds tracked by Wall St. Rank held Block Inc as of Q3 2022.

Based on Financial Enhancement Group's 13F filing for Q3 2022, filed 27 Oct 2022.