Insight Advisors’s Block Inc XYZ Stock Holding History

Insight Advisors’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	-3,007	Closed	-$407K	–	336
2022 Q1	$407K	Sell	3,007 -1,175	-28%	-$142K	0.12%	209
2021 Q4	$675K	Sell	4,182 -1,018	-20%	-$221K	0.2%	122
2021 Q3	$1.29M	Sell	5,200 -5	-0.1%	-$1.28K	0.38%	68
2021 Q2	$1.42M	Buy	5,205 +1,489	+40%	+$345K	0.44%	55
2021 Q1	$910K	Buy	3,716 +345	+10%	+$80.7K	0.29%	98
2020 Q4	$734K	Buy	+3,371	New	+$658K	0.28%	96

Other funds holding XYZ

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Insight Advisors's XYZ Position: Q2 2022 in Review

Insight Advisors sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 3,007 shares — an estimated $407K sold.

Insight Advisors first reported a position in XYZ in Q4 2020 and held it in 6 quarters. The position peaked at $1.42M in Q2 2021. 1,027 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

Insight Advisors reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
Insight Advisors sold 3,007 Block Inc shares in Q2 2022, an estimated $407K.
Insight Advisors first reported a position in Block Inc in Q4 2020 and held it in 6 quarters.
Insight Advisors's Block Inc position peaked at $1.42M in Q2 2021.
1,027 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on Insight Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.