Fort Point Capital Partners’s Block Inc XYZ Stock Holding History

Fort Point Capital Partners’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	-$201K	–	307
2022 Q1	$201K	Sell	1,482 -349	-19%	-$42.3K	0.03%	283
2021 Q4	$296K	Buy	1,831 +831	+83%	+$180K	0.04%	227
2021 Q3	$240K	Hold	1,000	–	–	0.04%	218
2021 Q2	$244K	Hold	1,000	–	–	0.04%	147
2021 Q1	$227K	Sell	1,000 -1,050	-51%	-$246K	0.05%	140
2020 Q4	$446K	Buy	2,050 +50	+3%	+$9.75K	0.1%	93
2020 Q3	$325K	Sell	2,000 -700	-26%	-$98.8K	0.08%	101
2020 Q2	$283K	Buy	+2,700	New	+$207K	0.09%	105
2019 Q4	–	Sell	-3,250	Closed	-$201K	–	132
2019 Q3	$201K	Buy	+3,250	New	+$221K	0.08%	112
2019 Q1	–	Sell	-1,700	Closed	-$95K	–	152
2018 Q4	$95K	Buy	+1,700	New	+$120K	0.04%	139

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fort Point Capital Partners's XYZ Position: Q2 2022 in Review

Fort Point Capital Partners sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 1,482 shares — an estimated $201K sold.

Fort Point Capital Partners first reported a position in XYZ in Q4 2018 and held it in 10 quarters. The position peaked at $446K in Q4 2020. 1,030 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

Fort Point Capital Partners reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
Fort Point Capital Partners sold 1,482 Block Inc shares in Q2 2022, an estimated $201K.
Fort Point Capital Partners first reported a position in Block Inc in Q4 2018 and held it in 10 quarters.
Fort Point Capital Partners's Block Inc position peaked at $446K in Q4 2020.
1,030 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on Fort Point Capital Partners's 13F filing for Q2 2022, filed 15 Aug 2022.