RCA
XYZ

Ranch Capital Advisors’s Block Inc XYZ Stock Holding History

Ranch Capital 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
-1,449
Closed -$234K – 174
2021
Q4 		$234K Buy
1,449
+28
+2% +$6.07K 0.15% 143
2021
Q3 		$341K Buy
+1,421
New +$365K 0.21% 116
2021
Q2 		– Sell
-1,461
Closed -$339K – 121
2021
Q1 		$331K Hold
1,461
– – 0.22% 115
2020
Q4 		$317K Buy
1,461
+163
+13% +$31.8K 0.23% 109
2020
Q3 		$237K Sell
1,298
-113
-8% -$16K 0.19% 121
2020
Q2 		$196K Sell
1,411
-148
-9% -$11.3K 0.15% 142
2020
Q1 		$81K Buy
1,559
+884
+131% +$60.5K 0.08% 205
2019
Q4 		$42K Buy
+675
New +$43.1K 0.03% 369

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

Ranch Capital Advisors's XYZ Position: Q1 2022 in Review

Ranch Capital Advisors sold out of Block Inc (XYZ) in Q1 2022, closing a stake of 1,449 shares — an estimated $234K sold.

Ranch Capital Advisors first reported a position in XYZ in Q4 2019 and held it in 8 quarters. The position peaked at $341K in Q3 2021. 1,249 funds tracked by Wall St. Rank hold XYZ as of Q1 2022.

  • Ranch Capital Advisors reported no remaining Block Inc position as of Q1 2022 after selling out during the quarter.
  • Ranch Capital Advisors sold 1,449 Block Inc shares in Q1 2022, an estimated $234K.
  • Ranch Capital Advisors first reported a position in Block Inc in Q4 2019 and held it in 8 quarters.
  • Ranch Capital Advisors's Block Inc position peaked at $341K in Q3 2021.
  • 1,249 funds tracked by Wall St. Rank held Block Inc as of Q1 2022.

Based on Ranch Capital Advisors's 13F filing for Q1 2022, filed 12 May 2022.