MMG
XYZ

Monetary Management Group’s Block Inc XYZ Stock Holding History

Monetary Management Group’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 		– Sell
-200
Closed -$12K – 356
2022
Q2 		$12K Sell
200
-9,085
-98% -$830K ﹤0.01% 329
2022
Q1 		$1.26M Buy
9,285
+600
+7% +$72.6K 0.33% 74
2021
Q4 		$1.4M Buy
8,685
+200
+2% +$43.3K 0.35% 65
2021
Q3 		$2.04M Buy
8,485
+800
+10% +$205K 0.56% 45
2021
Q2 		$1.87M Sell
7,685
-45
-0.6% -$10.4K 0.56% 46
2021
Q1 		$1.75M Sell
7,730
-500
-6% -$117K 0.55% 49
2020
Q4 		$1.79M Sell
8,230
-3,780
-31% -$737K 0.59% 45
2020
Q3 		$1.95M Sell
12,010
-3,700
-24% -$522K 0.7% 40
2020
Q2 		$1.65M Buy
15,710
+400
+3% +$30.6K 0.62% 45
2020
Q1 		$802K Buy
+15,310
New +$1.05M 0.35% 72

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 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 $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Monetary Management Group's XYZ Position: Q3 2022 in Review

Monetary Management Group sold out of Block Inc (XYZ) in Q3 2022, closing a stake of 200 shares — an estimated $12K sold.

Monetary Management Group first reported a position in XYZ in Q1 2020 and held it in 10 quarters. The position peaked at $2.04M in Q3 2021. 972 funds tracked by Wall St. Rank hold XYZ as of Q3 2022.

  • Monetary Management Group reported no remaining Block Inc position as of Q3 2022 after selling out during the quarter.
  • Monetary Management Group sold 200 Block Inc shares in Q3 2022, an estimated $12K.
  • Monetary Management Group first reported a position in Block Inc in Q1 2020 and held it in 10 quarters.
  • Monetary Management Group's Block Inc position peaked at $2.04M in Q3 2021.
  • 972 funds tracked by Wall St. Rank held Block Inc as of Q3 2022.

Based on Monetary Management Group's 13F filing for Q3 2022, filed 14 Nov 2022.