Koshinski Asset Management
XYZ

Koshinski Asset Management’s Block Inc XYZ Stock Holding History

Koshinski Asset 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
Q2 		– Sell
-1,680
Closed -$228K – 2022
2022
Q1 		$228K Sell
1,680
-765
-31% -$92.6K 0.02% 551
2021
Q4 		$395K Sell
2,445
-103
-4% -$22.3K 0.03% 448
2021
Q3 		$611K Buy
2,548
+846
+50% +$217K 0.05% 351
2021
Q2 		$415K Sell
1,702
-1,093
-39% -$254K 0.05% 367
2021
Q1 		$635K Sell
2,795
-1,074
-28% -$251K 0.07% 312
2020
Q4 		$842K Sell
3,869
-495
-11% -$96.6K 0.11% 225
2020
Q3 		$808 Sell
4,364
-1,049
-19% -$148K 0.11% 208
2020
Q2 		$568K Buy
5,413
+813
+18% +$62.2K 0.09% 251
2020
Q1 		$241K Sell
4,600
-311
-6% -$21.3K 0.05% 390
2019
Q4 		$303K Buy
4,911
+350
+8% +$22.4K 0.05% 402
2019
Q3 		$283K Buy
+4,561
New +$310K 0.2% 117
2018
Q4 		– Sell
-3,477
Closed -$344K – 540
2018
Q3 		$344K Buy
+3,477
New +$268K 0.05% 399

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 $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Koshinski Asset Management's XYZ Position: Q2 2022 in Review

Koshinski Asset Management sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 1,680 shares — an estimated $228K sold.

Koshinski Asset Management first reported a position in XYZ in Q3 2018 and held it in 12 quarters. The position peaked at $842K in Q4 2020. 1,027 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

  • Koshinski Asset Management reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 1,680 Block Inc shares in Q2 2022, an estimated $228K.
  • Koshinski Asset Management first reported a position in Block Inc in Q3 2018 and held it in 12 quarters.
  • Koshinski Asset Management's Block Inc position peaked at $842K in Q4 2020.
  • 1,027 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.