PA
XYZ

PFG Advisors’s Block Inc XYZ Stock Holding History

PFG 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
Q1 		– Sell
-1,536
Closed -$248K – 561
2021
Q4 		$248K Buy
1,536
+237
+18% +$51.4K 0.02% 465
2021
Q3 		$312K Sell
1,299
-8
-0.6% -$2.06K 0.03% 409
2021
Q2 		$319K Buy
1,307
+218
+20% +$50.6K 0.04% 384
2021
Q1 		$247K Sell
1,089
-172
-14% -$40.2K 0.03% 397
2020
Q4 		$274K Sell
1,261
-75
-6% -$14.6K 0.05% 313
2020
Q3 		$241K Sell
1,336
-228
-15% -$32.2K 0.05% 314
2020
Q2 		$200K Buy
+1,564
New +$120K 0.05% 293

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

PFG Advisors's XYZ Position: Q1 2022 in Review

PFG Advisors sold out of Block Inc (XYZ) in Q1 2022, closing a stake of 1,536 shares — an estimated $248K sold.

PFG Advisors first reported a position in XYZ in Q2 2020 and held it in 7 quarters. The position peaked at $319K in Q2 2021. 1,249 funds tracked by Wall St. Rank hold XYZ as of Q1 2022.

  • PFG Advisors reported no remaining Block Inc position as of Q1 2022 after selling out during the quarter.
  • PFG Advisors sold 1,536 Block Inc shares in Q1 2022, an estimated $248K.
  • PFG Advisors first reported a position in Block Inc in Q2 2020 and held it in 7 quarters.
  • PFG Advisors's Block Inc position peaked at $319K in Q2 2021.
  • 1,249 funds tracked by Wall St. Rank held Block Inc as of Q1 2022.

Based on PFG Advisors's 13F filing for Q1 2022, filed 19 Apr 2022.