GAG
XYZ

GM Advisory Group’s Block Inc XYZ Stock Holding History

GM Advisory 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
Q2 		– Sell
-5,332
Closed -$723K – 208
2022
Q1 		$723K Buy
5,332
+1,142
+27% +$138K 0.09% 107
2021
Q4 		$677K Sell
4,190
-1,622
-28% -$351K 0.06% 114
2021
Q3 		$1.39M Sell
5,812
-214
-4% -$55K 0.14% 76
2021
Q2 		$1.47M Buy
6,026
+606
+11% +$141K 0.15% 78
2021
Q1 		$1.23M Buy
5,420
+1,262
+30% +$295K 0.15% 71
2020
Q4 		$905K Sell
4,158
-336
-7% -$65.5K 0.12% 76
2020
Q3 		$730K Buy
4,494
+500
+13% +$70.6K 0.11% 79
2020
Q2 		$419K Sell
3,994
-100
-2% -$7.66K 0.08% 111
2020
Q1 		$214K Buy
+4,094
New +$280K 0.06% 112

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

GM Advisory Group's XYZ Position: Q2 2022 in Review

GM Advisory Group sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 5,332 shares — an estimated $723K sold.

GM Advisory Group first reported a position in XYZ in Q1 2020 and held it in 9 quarters. The position peaked at $1.47M in Q2 2021. 1,029 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

  • GM Advisory Group reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
  • GM Advisory Group sold 5,332 Block Inc shares in Q2 2022, an estimated $723K.
  • GM Advisory Group first reported a position in Block Inc in Q1 2020 and held it in 9 quarters.
  • GM Advisory Group's Block Inc position peaked at $1.47M in Q2 2021.
  • 1,029 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on GM Advisory Group's 13F filing for Q2 2022, filed 15 Aug 2022.