FF
XYZ

FourThought Financial’s Block Inc XYZ Stock Holding History

FourThought Financial’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 		$3K Sell
53
-286
-84% -$20.3K ﹤0.01% 1289
2022
Q2 		$21K Sell
339
-114
-25% -$10.4K ﹤0.01% 864
2022
Q1 		$60K Buy
453
+163
+56% +$19.7K 0.01% 611
2021
Q4 		$47K Buy
290
+78
+37% +$16.9K 0.01% 682
2021
Q3 		$50K Buy
212
+8
+4% +$2.06K 0.01% 696
2021
Q2 		$49K Buy
204
+14
+7% +$3.25K 0.01% 713
2021
Q1 		$43K Buy
190
+32
+20% +$7.49K 0.01% 725
2020
Q4 		$34K Buy
+158
New +$30.8K 0.01% 757

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

FourThought Financial's XYZ Position: Q3 2022 in Review

FourThought Financial reduced its Block Inc (XYZ) stake by 84% in Q3 2022, selling an estimated $20.3K and leaving 53 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1289.

FourThought Financial first reported a position in XYZ in Q4 2020 and has held it in 8 quarters since. The position peaked at $60K in Q1 2022. 971 funds tracked by Wall St. Rank hold XYZ as of Q3 2022.

  • FourThought Financial held 53 shares of Block Inc worth $3K as of Q3 2022.
  • FourThought Financial sold 286 Block Inc shares in Q3 2022, an estimated $20.3K.
  • Block Inc made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1289 holding.
  • FourThought Financial first reported a position in Block Inc in Q4 2020 and has held it in 8 quarters since.
  • FourThought Financial's Block Inc position peaked at $60K in Q1 2022.
  • 971 funds tracked by Wall St. Rank held Block Inc as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.