LI
XYZ

LVZ Inc’s Block Inc XYZ Stock Holding History

LVZ Inc’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
-1,882
Closed -$255K – 120
2022
Q1 		$255K Buy
1,882
+123
+7% +$14.9K 0.04% 92
2021
Q4 		$284K Buy
1,759
+150
+9% +$32.5K 0.04% 90
2021
Q3 		$386K Hold
1,609
– – 0.06% 63
2021
Q2 		$392K Buy
1,609
+165
+11% +$38.3K 0.06% 67
2021
Q1 		$328K Sell
1,444
-926
-39% -$217K 0.05% 70
2020
Q4 		$516K Buy
2,370
+325
+16% +$63.4K 0.09% 54
2020
Q3 		$332K Buy
+2,045
New +$289K 0.07% 61

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

LVZ Inc's XYZ Position: Q2 2022 in Review

LVZ Inc sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 1,882 shares — an estimated $255K sold.

LVZ Inc first reported a position in XYZ in Q3 2020 and held it in 7 quarters. The position peaked at $516K in Q4 2020. 1,027 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

  • LVZ Inc reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
  • LVZ Inc sold 1,882 Block Inc shares in Q2 2022, an estimated $255K.
  • LVZ Inc first reported a position in Block Inc in Q3 2020 and held it in 7 quarters.
  • LVZ Inc's Block Inc position peaked at $516K in Q4 2020.
  • 1,027 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on LVZ Inc's 13F filing for Q2 2022, filed 27 Jul 2022.