IC
XYZ

Intersect Capital’s Block Inc XYZ Stock Holding History

Intersect Capital’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
-1,827
Closed -$248K – 455
2022
Q1 		$248K Buy
1,827
+36
+2% +$4.36K 0.05% 361
2021
Q4 		$289K Sell
1,791
-792
-31% -$172K 0.05% 319
2021
Q3 		$620K Sell
2,583
-167
-6% -$42.9K 0.11% 162
2021
Q2 		$670K Sell
2,750
-50
-2% -$11.6K 0.12% 144
2021
Q1 		$636K Buy
2,800
+1,173
+72% +$274K 0.13% 134
2020
Q4 		$354K Buy
1,627
+250
+18% +$48.8K 0.08% 191
2020
Q3 		$224K Buy
+1,377
New +$194K 0.06% 212

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

Intersect Capital's XYZ Position: Q2 2022 in Review

Intersect Capital sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 1,827 shares — an estimated $248K sold.

Intersect Capital first reported a position in XYZ in Q3 2020 and held it in 7 quarters. The position peaked at $670K in Q2 2021. 1,029 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

  • Intersect Capital reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
  • Intersect Capital sold 1,827 Block Inc shares in Q2 2022, an estimated $248K.
  • Intersect Capital first reported a position in Block Inc in Q3 2020 and held it in 7 quarters.
  • Intersect Capital's Block Inc position peaked at $670K in Q2 2021.
  • 1,029 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.