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Kaizen Financial Strategies’s Block Inc XYZ Stock Holding History

Kaizen Financial Strategies’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
-3,024
Closed -$217K – 126
2022
Q4 		$217K Buy
+3,024
New +$187K 0.21% 110
2021
Q1 		– Sell
-1,115
Closed -$243K – 155
2020
Q4 		$243K Buy
+1,115
New +$218K 0.27% 101

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

Kaizen Financial Strategies's XYZ Position: Q1 2023 in Review

Kaizen Financial Strategies sold out of Block Inc (XYZ) in Q1 2023, closing a stake of 3,024 shares — an estimated $217K sold.

Kaizen Financial Strategies first reported a position in XYZ in Q4 2020 and held it in 2 quarters. The position peaked at $243K in Q4 2020. 996 funds tracked by Wall St. Rank hold XYZ as of Q1 2023.

  • Kaizen Financial Strategies reported no remaining Block Inc position as of Q1 2023 after selling out during the quarter.
  • Kaizen Financial Strategies sold 3,024 Block Inc shares in Q1 2023, an estimated $217K.
  • Kaizen Financial Strategies first reported a position in Block Inc in Q4 2020 and held it in 2 quarters.
  • Kaizen Financial Strategies's Block Inc position peaked at $243K in Q4 2020.
  • 996 funds tracked by Wall St. Rank held Block Inc as of Q1 2023.

Based on Kaizen Financial Strategies's 13F filing for Q1 2023, filed 11 May 2023.