FMN
XYZ

Financial Management Network’s Block Inc XYZ Stock Holding History

Financial Management Network’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
Q1 		– Sell
-1,296
Closed -$203K – 140
2021
Q4 		$203K Buy
1,296
+149
+13% +$32.3K 0.09% 130
2021
Q3 		$260K Buy
1,147
+100
+10% +$25.7K 0.13% 106
2021
Q2 		$252K Hold
1,047
– – 0.13% 109
2021
Q1 		$255K Buy
+1,047
New +$245K 0.13% 109

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 $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Financial Management Network's XYZ Position: Q1 2022 in Review

Financial Management Network sold out of Block Inc (XYZ) in Q1 2022, closing a stake of 1,296 shares — an estimated $203K sold.

Financial Management Network first reported a position in XYZ in Q1 2021 and held it in 4 quarters. The position peaked at $260K in Q3 2021. 1,249 funds tracked by Wall St. Rank hold XYZ as of Q1 2022.

  • Financial Management Network reported no remaining Block Inc position as of Q1 2022 after selling out during the quarter.
  • Financial Management Network sold 1,296 Block Inc shares in Q1 2022, an estimated $203K.
  • Financial Management Network first reported a position in Block Inc in Q1 2021 and held it in 4 quarters.
  • Financial Management Network's Block Inc position peaked at $260K in Q3 2021.
  • 1,249 funds tracked by Wall St. Rank held Block Inc as of Q1 2022.

Based on Financial Management Network's 13F filing for Q1 2022, filed 21 Apr 2022.