MSFP
XYZ icon

Mark Sheptoff Financial Planning’s Block Inc XYZ Stock Holding History

Mark Sheptoff Financial Planning’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
-200
Closed -$27K – 439
2022
Q1 		$27K Sell
200
-235
-54% -$28.5K 0.01% 225
2021
Q4 		$70K Hold
435
– – 0.03% 156
2021
Q3 		$104K Hold
435
– – 0.06% 139
2021
Q2 		$106K Buy
435
+235
+118% +$54.5K 0.06% 136
2021
Q1 		$45K Hold
200
– – 0.03% 172
2020
Q4 		$44K Hold
200
– – 0.03% 170
2020
Q3 		$33K Buy
+200
New +$28.2K 0.02% 166

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
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mark Sheptoff Financial Planning's XYZ Position: Q2 2022 in Review

Mark Sheptoff Financial Planning sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 200 shares — an estimated $27K sold.

Mark Sheptoff Financial Planning first reported a position in XYZ in Q3 2020 and held it in 7 quarters. The position peaked at $106K in Q2 2021. 1,030 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

  • Mark Sheptoff Financial Planning reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 200 Block Inc shares in Q2 2022, an estimated $27K.
  • Mark Sheptoff Financial Planning first reported a position in Block Inc in Q3 2020 and held it in 7 quarters.
  • Mark Sheptoff Financial Planning's Block Inc position peaked at $106K in Q2 2021.
  • 1,030 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2022, filed 11 Aug 2022.