My Personal CFO LLC’s Block Inc XYZ Stock Holding History

My Personal CFO LLC’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	-58	Closed	-$3.65K	–	869
2022 Q4	$3.65K	Buy	+58	New	+$3.58K	﹤0.01%	409

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

My Personal CFO LLC's XYZ Position: Q1 2023 in Review

My Personal CFO LLC sold out of Block Inc (XYZ) in Q1 2023, closing a stake of 58 shares — an estimated $3.65K sold.

My Personal CFO LLC first reported a position in XYZ in Q4 2022 and held it in 1 quarter. The position peaked at $3.65K in Q4 2022. 994 funds tracked by Wall St. Rank hold XYZ as of Q1 2023.

My Personal CFO LLC reported no remaining Block Inc position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 58 Block Inc shares in Q1 2023, an estimated $3.65K.
My Personal CFO LLC first reported a position in Block Inc in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Block Inc position peaked at $3.65K in Q4 2022.
994 funds tracked by Wall St. Rank held Block Inc as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.