First Heartland Consultants’s Block Inc XYZ Stock Holding History

First Heartland Consultants’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 Q2	–	Sell	-1,482	Closed	-$200K	–	400
2022 Q1	$200K	Sell	1,482 -44	-3%	-$5.33K	0.03%	338
2021 Q4	$246	Sell	1,526 -20	-1%	-$4.33K	0.01%	316
2021 Q3	$371K	Sell	1,546 -246	-14%	-$63.2K	0.06%	244
2021 Q2	$437K	Buy	1,792 +263	+17%	+$61K	0.07%	234
2021 Q1	$347K	Buy	1,529 +151	+11%	+$35.3K	0.06%	260
2020 Q4	$300K	Buy	+1,378	New	+$269K	0.05%	241

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 $154B AUM 29.96% 1-Year Est. Return

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

First Heartland Consultants's XYZ Position: Q2 2022 in Review

First Heartland Consultants sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 1,482 shares — an estimated $200K sold.

First Heartland Consultants first reported a position in XYZ in Q4 2020 and held it in 6 quarters. The position peaked at $437K in Q2 2021. 1,027 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

First Heartland Consultants reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
First Heartland Consultants sold 1,482 Block Inc shares in Q2 2022, an estimated $200K.
First Heartland Consultants first reported a position in Block Inc in Q4 2020 and held it in 6 quarters.
First Heartland Consultants's Block Inc position peaked at $437K in Q2 2021.
1,027 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on First Heartland Consultants's 13F filing for Q2 2022, filed 12 Jul 2022.