Oak Harvest Investment Services’s Block Inc XYZ Stock Holding History

Oak Harvest Investment Services’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 Q1	–	Sell	-22,842	Closed	-$3.69M	–	87
2021 Q4	$3.69M	Buy	22,842 +1,047	+5%	+$227K	0.92%	48
2021 Q3	$5.23M	Buy	21,795 +2,978	+16%	+$765K	1.52%	28
2021 Q2	$4.59M	Buy	18,817 +7,776	+70%	+$1.8M	1.51%	30
2021 Q1	$2.51M	Buy	+11,041	New	+$2.58M	0.96%	47

Other funds holding XYZ

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Oak Harvest Investment Services's XYZ Position: Q1 2022 in Review

Oak Harvest Investment Services sold out of Block Inc (XYZ) in Q1 2022, closing a stake of 22,842 shares — an estimated $3.69M sold.

Oak Harvest Investment Services first reported a position in XYZ in Q1 2021 and held it in 4 quarters. The position peaked at $5.23M in Q3 2021. 1,249 funds tracked by Wall St. Rank hold XYZ as of Q1 2022.

Oak Harvest Investment Services reported no remaining Block Inc position as of Q1 2022 after selling out during the quarter.
Oak Harvest Investment Services sold 22,842 Block Inc shares in Q1 2022, an estimated $3.69M.
Oak Harvest Investment Services first reported a position in Block Inc in Q1 2021 and held it in 4 quarters.
Oak Harvest Investment Services's Block Inc position peaked at $5.23M in Q3 2021.
1,249 funds tracked by Wall St. Rank held Block Inc as of Q1 2022.

Based on Oak Harvest Investment Services's 13F filing for Q1 2022, filed 4 May 2022.