IAP
XYZ

Indie Asset Partners’s Block Inc XYZ Stock Holding History

Indie Asset 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
-1,620
Closed -$220K – 129
2022
Q1 		$220K Buy
1,620
+165
+11% +$20K 0.17% 118
2021
Q4 		$235K Sell
1,455
-25
-2% -$5.42K 0.17% 114
2021
Q3 		$355K Sell
1,480
-50
-3% -$12.8K 0.29% 72
2021
Q2 		$373K Buy
1,530
+105
+7% +$24.4K 0.3% 67
2021
Q1 		$324K Sell
1,425
-50
-3% -$11.7K 0.37% 75
2020
Q4 		$321K Sell
1,475
-120
-8% -$23.4K 0.37% 68
2020
Q3 		$259K Buy
1,595
+35
+2% +$4.94K 0.32% 72
2020
Q2 		$217K Buy
+1,560
New +$119K 0.27% 81

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 $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Indie Asset Partners's XYZ Position: Q2 2022 in Review

Indie Asset Partners sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 1,620 shares — an estimated $220K sold.

Indie Asset Partners first reported a position in XYZ in Q2 2020 and held it in 8 quarters. The position peaked at $373K in Q2 2021. 1,027 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

  • Indie Asset Partners reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
  • Indie Asset Partners sold 1,620 Block Inc shares in Q2 2022, an estimated $220K.
  • Indie Asset Partners first reported a position in Block Inc in Q2 2020 and held it in 8 quarters.
  • Indie Asset Partners's Block Inc position peaked at $373K in Q2 2021.
  • 1,027 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on Indie Asset Partners's 13F filing for Q2 2022, filed 12 Aug 2022.