IF
XYZ

Intrua Financial’s Block Inc XYZ Stock Holding History

Intrua Financial’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
-3,346
Closed -$454K – 401
2022
Q1 		$454K Buy
3,346
+55
+2% +$6.66K 0.08% 243
2021
Q4 		$532K Sell
3,291
-247
-7% -$53.5K 0.09% 210
2021
Q3 		$895K Buy
3,538
+414
+13% +$106K 0.16% 129
2021
Q2 		$847K Sell
3,124
-6
-0.2% -$1.39K 0.2% 103
2021
Q1 		$794K Buy
+3,130
New +$732K 0.2% 107

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

Intrua Financial's XYZ Position: Q2 2022 in Review

Intrua Financial sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 3,346 shares — an estimated $454K sold.

Intrua Financial first reported a position in XYZ in Q1 2021 and held it in 5 quarters. The position peaked at $895K in Q3 2021. 1,027 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

  • Intrua Financial reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
  • Intrua Financial sold 3,346 Block Inc shares in Q2 2022, an estimated $454K.
  • Intrua Financial first reported a position in Block Inc in Q1 2021 and held it in 5 quarters.
  • Intrua Financial's Block Inc position peaked at $895K in Q3 2021.
  • 1,027 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on Intrua Financial's 13F filing for Q2 2022, filed 12 Aug 2022.