PFA
XYZ

Professional Financial Advisors’s Block Inc XYZ Stock Holding History

Professional Financial 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
-1,384
Closed -$224K – 528
2021
Q4 		$224K Buy
1,384
+224
+19% +$48.5K 0.1% 97
2021
Q3 		$278K Buy
+1,160
New +$298K 0.16% 76
2021
Q1 		– Sell
-1,740
Closed -$379K – 415
2020
Q4 		$379K Buy
1,740
+71
+4% +$13.8K 0.3% 64
2020
Q3 		$258K Buy
+1,669
New +$236K 0.24% 77

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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

Professional Financial Advisors's XYZ Position: Q1 2022 in Review

Professional Financial Advisors sold out of Block Inc (XYZ) in Q1 2022, closing a stake of 1,384 shares — an estimated $224K sold.

Professional Financial Advisors first reported a position in XYZ in Q3 2020 and held it in 4 quarters. The position peaked at $379K in Q4 2020. 1,248 funds tracked by Wall St. Rank hold XYZ as of Q1 2022.

  • Professional Financial Advisors reported no remaining Block Inc position as of Q1 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 1,384 Block Inc shares in Q1 2022, an estimated $224K.
  • Professional Financial Advisors first reported a position in Block Inc in Q3 2020 and held it in 4 quarters.
  • Professional Financial Advisors's Block Inc position peaked at $379K in Q4 2020.
  • 1,248 funds tracked by Wall St. Rank held Block Inc as of Q1 2022.

Based on Professional Financial Advisors's 13F filing for Q1 2022, filed 5 May 2022.