KFP
XYZ

KMG Fiduciary Partners’s Block Inc XYZ Stock Holding History

KMG Fiduciary 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
Q4 		– Sell
-23,569
Closed -$1.3M – 238
2022
Q3 		$1.3M Buy
23,569
+2,006
+9% +$142K 0.25% 95
2022
Q2 		$1.32M Buy
21,563
+5,216
+32% +$477K 0.25% 91
2022
Q1 		$2.22M Sell
16,347
-1,798
-10% -$218K 0.35% 74
2021
Q4 		$2.93M Buy
18,145
+11,223
+162% +$2.43M 0.45% 60
2021
Q3 		$1.66M Buy
6,922
+3,870
+127% +$994K 0.28% 83
2021
Q2 		$744K Sell
3,052
-219
-7% -$50.8K 0.13% 115
2021
Q1 		$743K Sell
3,271
-4,369
-57% -$1.02M 0.14% 109
2020
Q4 		$1.75M Sell
7,640
-235
-3% -$45.8K 0.37% 60
2020
Q3 		$1.28M Sell
7,875
-9,425
-54% -$1.33M 0.32% 71
2020
Q2 		$1.81M Buy
17,300
+1,154
+7% +$88.3K 0.5% 52
2020
Q1 		$846K Buy
16,146
+2,200
+16% +$150K 0.27% 74
2019
Q4 		$872K Buy
+13,946
New +$891K 0.27% 67

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

KMG Fiduciary Partners's XYZ Position: Q4 2022 in Review

KMG Fiduciary Partners sold out of Block Inc (XYZ) in Q4 2022, closing a stake of 23,569 shares — an estimated $1.3M sold.

KMG Fiduciary Partners first reported a position in XYZ in Q4 2019 and held it in 12 quarters. The position peaked at $2.93M in Q4 2021. 1,005 funds tracked by Wall St. Rank hold XYZ as of Q4 2022.

  • KMG Fiduciary Partners reported no remaining Block Inc position as of Q4 2022 after selling out during the quarter.
  • KMG Fiduciary Partners sold 23,569 Block Inc shares in Q4 2022, an estimated $1.3M.
  • KMG Fiduciary Partners first reported a position in Block Inc in Q4 2019 and held it in 12 quarters.
  • KMG Fiduciary Partners's Block Inc position peaked at $2.93M in Q4 2021.
  • 1,005 funds tracked by Wall St. Rank held Block Inc as of Q4 2022.

Based on KMG Fiduciary Partners's 13F filing for Q4 2022, filed 12 Jan 2023.