KF
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Krilogy Financial’s Block Inc XYZ Stock Holding History

Krilogy Financial’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
-1,425
Closed -$230K – 332
2021
Q4 		$230K Sell
1,425
-236
-14% -$51.1K 0.02% 253
2021
Q3 		$398K Buy
1,661
+439
+36% +$113K 0.04% 199
2021
Q2 		$298K Buy
1,222
+165
+16% +$38.3K 0.03% 223
2021
Q1 		$240K Buy
1,057
+80
+8% +$18.7K 0.03% 241
2020
Q4 		$213K Sell
977
-373
-28% -$72.8K 0.03% 251
2020
Q3 		$219K Buy
+1,350
New +$191K 0.03% 221
2018
Q4 		– Sell
-400
Closed -$40K – 706
2018
Q3 		$40K Buy
+400
New +$30.9K 0.01% 346
2018
Q2 		– Sell
-530
Closed -$26K – 652
2018
Q1 		$26K Buy
530
+200
+61% +$9.18K 0.01% 415
2017
Q4 		$11K Hold
330
– – ﹤0.01% 512
2017
Q3 		$10K Hold
330
– – ﹤0.01% 585
2017
Q2 		$8K Hold
330
– – ﹤0.01% 560
2017
Q1 		$4K Hold
330
– – ﹤0.01% 605
2016
Q4 		$4K Hold
330
– – ﹤0.01% 605
2016
Q3 		$4K Sell
330
-1,810
-85% -$19.8K ﹤0.01% 625
2016
Q2 		$19K Sell
2,140
-16
-0.7% -$181 0.01% 453
2016
Q1 		$33K Hold
2,156
– – 0.01% 317
2015
Q4 		$28K Buy
+2,156
New +$26.6K 0.03% 180

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

Krilogy Financial's XYZ Position: Q1 2022 in Review

Krilogy Financial sold out of Block Inc (XYZ) in Q1 2022, closing a stake of 1,425 shares — an estimated $230K sold.

Krilogy Financial first reported a position in XYZ in Q4 2015 and held it in 17 quarters. The position peaked at $398K in Q3 2021. 1,250 funds tracked by Wall St. Rank hold XYZ as of Q1 2022.

  • Krilogy Financial reported no remaining Block Inc position as of Q1 2022 after selling out during the quarter.
  • Krilogy Financial sold 1,425 Block Inc shares in Q1 2022, an estimated $230K.
  • Krilogy Financial first reported a position in Block Inc in Q4 2015 and held it in 17 quarters.
  • Krilogy Financial's Block Inc position peaked at $398K in Q3 2021.
  • 1,250 funds tracked by Wall St. Rank held Block Inc as of Q1 2022.

Based on Krilogy Financial's 13F filing for Q1 2022, filed 28 Apr 2022.