PIMG
XYZ

Patriot Investment Management Group’s Block Inc XYZ Stock Holding History

Patriot Investment 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
Q2 		– Sell
-3,239
Closed -$439K – 256
2022
Q1 		$439K Buy
3,239
+30
+0.9% +$3.63K 0.04% 181
2021
Q4 		$518K Buy
3,209
+67
+2% +$14.5K 0.04% 173
2021
Q3 		$753K Sell
3,142
-28
-0.9% -$7.19K 0.07% 134
2021
Q2 		$772K Buy
3,170
+174
+6% +$40.4K 0.07% 132
2021
Q1 		$680K Buy
2,996
+208
+7% +$48.7K 0.07% 139
2020
Q4 		$606K Sell
2,788
-131
-4% -$25.6K 0.09% 106
2020
Q3 		$474K Sell
2,919
-598
-17% -$84.4K 0.06% 149
2020
Q2 		$369K Buy
+3,517
New +$269K 0.05% 169

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 $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Patriot Investment Management Group's XYZ Position: Q2 2022 in Review

Patriot Investment Management Group sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 3,239 shares — an estimated $439K sold.

Patriot Investment Management Group first reported a position in XYZ in Q2 2020 and held it in 8 quarters. The position peaked at $772K in Q2 2021. 1,028 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

  • Patriot Investment Management Group reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
  • Patriot Investment Management Group sold 3,239 Block Inc shares in Q2 2022, an estimated $439K.
  • Patriot Investment Management Group first reported a position in Block Inc in Q2 2020 and held it in 8 quarters.
  • Patriot Investment Management Group's Block Inc position peaked at $772K in Q2 2021.
  • 1,028 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on Patriot Investment Management Group's 13F filing for Q2 2022, filed 26 Jul 2022.