NIA
XYZ

NIA Impact Advisors’s Block Inc XYZ Stock Holding History

NIA Impact Advisors’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
-9,637
Closed -$1.31M – 71
2022
Q1 		$1.31M Sell
9,637
-20,372
-68% -$2.47M 0.63% 49
2021
Q4 		$3.27M Sell
30,009
-840
-3% -$182K 1.73% 21
2021
Q3 		$7.4M Buy
30,849
+4,275
+16% +$1.1M 3.15% 9
2021
Q2 		$6.48M Buy
26,574
+947
+4% +$220K 3.16% 11
2021
Q1 		$5.82M Buy
25,627
+153
+0.6% +$35.8K 3.15% 8
2020
Q4 		$6.1M Buy
+25,474
New +$4.97M 3.18% 8

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 $3.37T AUM 44.26% 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

NIA Impact Advisors's XYZ Position: Q2 2022 in Review

NIA Impact Advisors sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 9,637 shares — an estimated $1.31M sold.

NIA Impact Advisors first reported a position in XYZ in Q4 2020 and held it in 6 quarters. The position peaked at $7.4M in Q3 2021. 1,030 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

  • NIA Impact Advisors reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
  • NIA Impact Advisors sold 9,637 Block Inc shares in Q2 2022, an estimated $1.31M.
  • NIA Impact Advisors first reported a position in Block Inc in Q4 2020 and held it in 6 quarters.
  • NIA Impact Advisors's Block Inc position peaked at $7.4M in Q3 2021.
  • 1,030 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on NIA Impact Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.