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KB Financial Partners’s Block Inc XYZ Stock Holding History

KB Financial Partners’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
Q1 		– Sell
-446
Closed -$72K – 680
2021
Q4 		$72K Buy
+446
New +$96.6K 0.02% 254
2021
Q3 		– Sell
-470
Closed -$115K – 582
2021
Q2 		$115K Sell
470
-61
-11% -$14.1K 0.04% 198
2021
Q1 		$121K Buy
+531
New +$124K 0.05% 195

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

KB Financial Partners's XYZ Position: Q1 2022 in Review

KB Financial Partners sold out of Block Inc (XYZ) in Q1 2022, closing a stake of 446 shares — an estimated $72K sold.

KB Financial Partners first reported a position in XYZ in Q1 2021 and held it in 3 quarters. The position peaked at $121K in Q1 2021. 1,250 funds tracked by Wall St. Rank hold XYZ as of Q1 2022.

  • KB Financial Partners reported no remaining Block Inc position as of Q1 2022 after selling out during the quarter.
  • KB Financial Partners sold 446 Block Inc shares in Q1 2022, an estimated $72K.
  • KB Financial Partners first reported a position in Block Inc in Q1 2021 and held it in 3 quarters.
  • KB Financial Partners's Block Inc position peaked at $121K in Q1 2021.
  • 1,250 funds tracked by Wall St. Rank held Block Inc as of Q1 2022.

Based on KB Financial Partners's 13F filing for Q1 2022, filed 17 May 2022.