KIG
XYZ

Kessler Investment Group’s Block Inc XYZ Stock Holding History

Kessler Investment Group’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
Q3 		– Sell
-19
Closed -$1K – 192
2022
Q2 		$1K Sell
19
-119
-86% -$10.9K ﹤0.01% 169
2022
Q1 		$19K Buy
138
+119
+626% +$14.4K 0.01% 119
2021
Q4 		$3K Sell
19
-213
-92% -$46.2K ﹤0.01% 165
2021
Q3 		$56K Hold
232
– – 0.04% 101
2021
Q2 		$57K Buy
+232
New +$53.8K 0.05% 77
2018
Q2 		– Sell
-7,685
Closed -$378K – 179
2018
Q1 		$378K Sell
7,685
-4,040
-34% -$185K 0.48% 43
2017
Q4 		$407K Buy
11,725
+6,695
+133% +$245K 0.51% 40
2017
Q3 		$145K Buy
+5,030
New +$132K 0.19% 45

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Kessler Investment Group's XYZ Position: Q3 2022 in Review

Kessler Investment Group sold out of Block Inc (XYZ) in Q3 2022, closing a stake of 19 shares — an estimated $1K sold.

Kessler Investment Group first reported a position in XYZ in Q3 2017 and held it in 8 quarters. The position peaked at $407K in Q4 2017. 970 funds tracked by Wall St. Rank hold XYZ as of Q3 2022.

  • Kessler Investment Group reported no remaining Block Inc position as of Q3 2022 after selling out during the quarter.
  • Kessler Investment Group sold 19 Block Inc shares in Q3 2022, an estimated $1K.
  • Kessler Investment Group first reported a position in Block Inc in Q3 2017 and held it in 8 quarters.
  • Kessler Investment Group's Block Inc position peaked at $407K in Q4 2017.
  • 970 funds tracked by Wall St. Rank held Block Inc as of Q3 2022.

Based on Kessler Investment Group's 13F filing for Q3 2022, filed 17 Oct 2022.