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Homestead Advisers’s Block Inc XYZ Stock Holding History

Homestead Advisers’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
2023
Q1 		– Sell
-601
Closed -$37.8K – 136
2022
Q4 		$37.8K Sell
601
-470
-44% -$29K ﹤0.01% 127
2022
Q3 		$59K Buy
1,071
+28
+3% +$1.98K ﹤0.01% 122
2022
Q2 		$64K Buy
1,043
+209
+25% +$19.1K ﹤0.01% 120
2022
Q1 		$113K Buy
834
+368
+79% +$44.6K ﹤0.01% 112
2021
Q4 		$75K Buy
466
+111
+31% +$24.1K ﹤0.01% 121
2021
Q3 		$85K Buy
355
+120
+51% +$30.8K ﹤0.01% 113
2021
Q2 		$57K Buy
+235
New +$54.5K ﹤0.01% 114

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Homestead Advisers's XYZ Position: Q1 2023 in Review

Homestead Advisers sold out of Block Inc (XYZ) in Q1 2023, closing a stake of 601 shares — an estimated $37.8K sold.

Homestead Advisers first reported a position in XYZ in Q2 2021 and held it in 7 quarters. The position peaked at $113K in Q1 2022. 996 funds tracked by Wall St. Rank hold XYZ as of Q1 2023.

  • Homestead Advisers reported no remaining Block Inc position as of Q1 2023 after selling out during the quarter.
  • Homestead Advisers sold 601 Block Inc shares in Q1 2023, an estimated $37.8K.
  • Homestead Advisers first reported a position in Block Inc in Q2 2021 and held it in 7 quarters.
  • Homestead Advisers's Block Inc position peaked at $113K in Q1 2022.
  • 996 funds tracked by Wall St. Rank held Block Inc as of Q1 2023.

Based on Homestead Advisers's 13F filing for Q1 2023, filed 27 Apr 2023.