Karp Capital Management’s Block Inc XYZ Stock Holding History

Karp Capital Management’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
2021 Q4	–	Sell	-1,090	Closed	-$261K	–	187
2021 Q3	$261K	Hold	1,090	–	–	0.04%	152
2021 Q2	$266K	Hold	1,090	–	–	0.04%	148
2021 Q1	$247K	Sell	1,090 -651	-37%	-$152K	0.04%	122
2020 Q4	$379K	Buy	1,741 +377	+28%	+$73.5K	0.08%	99
2020 Q3	$222K	Buy	+1,364	New	+$193K	0.05%	87
2020 Q1	–	Sell	-3,907	Closed	-$244K	–	115
2019 Q4	$244K	Sell	3,907 -100	-2%	-$6.39K	0.06%	100
2019 Q3	$248K	Buy	+4,007	New	+$272K	0.07%	97
2019 Q2	–	Sell	-13,865	Closed	-$1.04M	–	115
2019 Q1	$1.04M	Buy	13,865 +975	+8%	+$70.7K	0.37%	77
2018 Q4	$723K	Buy	12,890 +735	+6%	+$51.9K	0.35%	69
2018 Q3	$1.2M	Sell	12,155 -12,805	-51%	-$988K	0.41%	78
2018 Q2	$1.54M	Buy	24,960 +420	+2%	+$23.1K	0.61%	60
2018 Q1	$1.21M	Buy	24,540 +310	+1%	+$14.2K	0.49%	65
2017 Q4	$840K	Sell	24,230 -30,095	-55%	-$1.1M	0.36%	80
2017 Q3	$1.56M	Buy	+54,325	New	+$1.42M	0.73%	53

Other funds holding XYZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Karp Capital Management's XYZ Position: Q4 2021 in Review

Karp Capital Management sold out of Block Inc (XYZ) in Q4 2021, closing a stake of 1,090 shares — an estimated $261K sold.

Karp Capital Management first reported a position in XYZ in Q3 2017 and held it in 14 quarters. The position peaked at $1.56M in Q3 2017. 1,365 funds tracked by Wall St. Rank hold XYZ as of Q4 2021.

Karp Capital Management reported no remaining Block Inc position as of Q4 2021 after selling out during the quarter.
Karp Capital Management sold 1,090 Block Inc shares in Q4 2021, an estimated $261K.
Karp Capital Management first reported a position in Block Inc in Q3 2017 and held it in 14 quarters.
Karp Capital Management's Block Inc position peaked at $1.56M in Q3 2017.
1,365 funds tracked by Wall St. Rank held Block Inc as of Q4 2021.

Based on Karp Capital Management's 13F filing for Q4 2021, filed 4 Feb 2022.