MCC
XYZ

Money Concepts Capital’s Block Inc XYZ Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-7,291
Closed -$458K – 3009
2022
Q4 		$458K Buy
7,291
+5,211
+251% +$322K 0.02% 451
2022
Q3 		$114K Sell
2,080
-154
-7% -$10.9K 0.01% 550
2022
Q2 		$143K Sell
2,234
-10,485
-82% -$958K 0.01% 486
2022
Q1 		$1.73M Buy
12,719
+7,804
+159% +$945K 0.1% 207
2021
Q4 		$794K Buy
+4,915
New +$1.07M 0.07% 236
2021
Q1 		$1.94M Buy
8,548
+364
+4% +$85.1K 0.16% 143
2020
Q4 		$1.78M Buy
+8,184
New +$1.6M 0.16% 135

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Money Concepts Capital's XYZ Position: Q1 2023 in Review

Money Concepts Capital sold out of Block Inc (XYZ) in Q1 2023, closing a stake of 7,291 shares — an estimated $458K sold.

Money Concepts Capital first reported a position in XYZ in Q4 2020 and held it in 7 quarters. The position peaked at $1.94M in Q1 2021. 994 funds tracked by Wall St. Rank hold XYZ as of Q1 2023.

  • Money Concepts Capital reported no remaining Block Inc position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 7,291 Block Inc shares in Q1 2023, an estimated $458K.
  • Money Concepts Capital first reported a position in Block Inc in Q4 2020 and held it in 7 quarters.
  • Money Concepts Capital's Block Inc position peaked at $1.94M in Q1 2021.
  • 994 funds tracked by Wall St. Rank held Block Inc as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.