Kings Point Capital Management’s Block Inc XYZ Stock Holding History

Kings Point 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
2022 Q1	$176K	Hold	1,298	–	–	0.02%	213
2021 Q4	$210K	Sell	1,298 -20	-2%	-$4.33K	0.02%	223
2021 Q3	$316K	Sell	1,318 -3	-0.2%	-$771	0.03%	168
2021 Q2	$322K	Buy	1,321 +7	+0.5%	+$1.62K	0.03%	164
2021 Q1	$298K	Buy	1,314 +32	+2%	+$7.49K	0.03%	162
2020 Q4	$279K	Sell	1,282 -48	-4%	-$9.36K	0.03%	156
2020 Q3	$216K	Hold	1,330	–	–	0.03%	169
2020 Q2	$140K	Hold	1,330	–	–	0.02%	188
2020 Q1	$70K	Sell	1,330 -700	-34%	-$47.9K	0.01%	244
2019 Q4	$127K	Buy	2,030 +150	+8%	+$9.59K	0.02%	225
2019 Q3	$116K	Hold	1,880	–	–	0.02%	213
2019 Q2	$136K	Hold	1,880	–	–	0.02%	170
2019 Q1	$141K	Hold	1,880	–	–	0.03%	151
2018 Q4	$105K	Buy	+1,880	New	+$133K	0.02%	158
2017 Q4	–	Sell	-500	Closed	-$14K	–	401
2017 Q3	$14K	Buy	+500	New	+$13.1K	﹤0.01%	334

Other funds holding XYZ

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Kings Point Capital Management's XYZ Position: Q1 2022 in Review

Kings Point Capital Management held its Block Inc (XYZ) position steady in Q1 2022 at 1,298 shares worth $176K. The position accounts for 0.02% of the portfolio, ranked #213.

Kings Point Capital Management first reported a position in XYZ in Q3 2017 and has held it in 15 quarters since. The position peaked at $322K in Q2 2021. 1,248 funds tracked by Wall St. Rank hold XYZ as of Q1 2022.

Kings Point Capital Management held 1,298 shares of Block Inc worth $176K as of Q1 2022.
Kings Point Capital Management left its Block Inc share count unchanged in Q1 2022.
Block Inc made up 0.02% of Kings Point Capital Management's portfolio in Q1 2022, its #213 holding.
Kings Point Capital Management first reported a position in Block Inc in Q3 2017 and has held it in 15 quarters since.
Kings Point Capital Management's Block Inc position peaked at $322K in Q2 2021.
1,248 funds tracked by Wall St. Rank held Block Inc as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.