MIAN
XYZ

Mariner Independent Advisor Network’s Block Inc XYZ Stock Holding History

Mariner Independent Advisor Network’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
Q3 		$2.16M Buy
39,200
+9,266
+31% +$656K 0.09% 219
2022
Q2 		$2.02M Sell
29,934
-6,590
-18% -$602K 0.09% 246
2022
Q1 		$4.93M Buy
36,524
+15,953
+78% +$1.93M 0.19% 131
2021
Q4 		$3.37M Sell
20,571
-10,492
-34% -$2.27M 0.16% 151
2021
Q3 		$7.45M Sell
31,063
-345
-1% -$88.6K 0.36% 69
2021
Q2 		$7.66M Buy
31,408
+2,370
+8% +$550K 0.35% 64
2021
Q1 		$6.59M Buy
29,038
+11,503
+66% +$2.69M 0.34% 63
2020
Q4 		$3.82M Buy
17,535
+1,377
+9% +$269K 0.2% 121
2020
Q3 		$2.63M Sell
16,158
-1,446
-8% -$204K 0.22% 123
2020
Q2 		$2.04M Sell
17,604
-2,694
-13% -$206K 0.19% 131
2020
Q1 		$954K Sell
20,298
-612
-3% -$41.9K 0.09% 219
2019
Q4 		$1.31M Sell
20,910
-10,402
-33% -$665K 0.09% 223
2019
Q3 		$1.93M Sell
31,312
-26,706
-46% -$1.81M 0.15% 165
2019
Q2 		$4.24M Sell
58,018
-11,792
-17% -$824K 0.32% 82
2019
Q1 		$5.33M Buy
69,810
+14,041
+25% +$1.02M 0.45% 52
2018
Q4 		$3.69M Buy
+55,769
New +$3.94M 0.33% 77
2018
Q2 		– Sell
-254,152
Closed -$12.5M – 324
2018
Q1 		$12.5M Buy
254,152
+195,841
+336% +$8.99M 0.77% 30
2017
Q4 		$2.02M Buy
+58,311
New +$2.14M 0.21% 111

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mariner Independent Advisor Network's XYZ Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its Block Inc (XYZ) stake by 31% in Q3 2022, buying an estimated $656K and bringing the position to 39,200 shares worth $2.16M. The position accounts for 0.09% of the portfolio, ranked #219.

Mariner Independent Advisor Network first reported a position in XYZ in Q4 2017 and has held it in 18 quarters since. The position peaked at $12.5M in Q1 2018. 971 funds tracked by Wall St. Rank hold XYZ as of Q3 2022.

  • Mariner Independent Advisor Network held 39,200 shares of Block Inc worth $2.16M as of Q3 2022.
  • Mariner Independent Advisor Network bought 9,266 Block Inc shares in Q3 2022, an estimated $656K.
  • Block Inc made up 0.09% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #219 holding.
  • Mariner Independent Advisor Network first reported a position in Block Inc in Q4 2017 and has held it in 18 quarters since.
  • Mariner Independent Advisor Network's Block Inc position peaked at $12.5M in Q1 2018.
  • 971 funds tracked by Wall St. Rank held Block Inc as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.