RA
XYZ

Rational Advisors’s Block Inc XYZ Stock Holding History

Rational 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
-17,427
Closed -$2.81M – 302
2021
Q4 		$2.81M Buy
17,427
+6,729
+63% +$1.46M 0.17% 48
2021
Q3 		$2.57M Sell
10,698
-730
-6% -$188K 0.2% 41
2021
Q2 		$2.79M Buy
11,428
+170
+2% +$39.4K 0.33% 37
2021
Q1 		$2.56M Buy
11,258
+2,130
+23% +$498K 0.47% 42
2020
Q4 		$1.99M Buy
9,128
+598
+7% +$117K 0.53% 43
2020
Q3 		$1.39M Buy
8,530
+3,652
+75% +$516K 0.59% 50
2020
Q2 		$512K Sell
4,878
-3,898
-44% -$298K 0.27% 113
2020
Q1 		$460K Buy
8,776
+3,843
+78% +$263K 0.34% 94
2019
Q4 		$309K Buy
+4,933
New +$315K 0.15% 154
2019
Q2 		– Sell
-4,027
Closed -$302K – 593
2019
Q1 		$302K Buy
+4,027
New +$292K 0.08% 169
2018
Q4 		– Sell
-5,748
Closed -$569K – 574
2018
Q3 		$569K Buy
+5,748
New +$443K 0.14% 146
2018
Q2 		– Sell
-5,892
Closed -$290K – 579
2018
Q1 		$290K Buy
+5,892
New +$270K 0.14% 181

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

Rational Advisors's XYZ Position: Q1 2022 in Review

Rational Advisors sold out of Block Inc (XYZ) in Q1 2022, closing a stake of 17,427 shares — an estimated $2.81M sold.

Rational Advisors first reported a position in XYZ in Q1 2018 and held it in 12 quarters. The position peaked at $2.81M in Q4 2021. 1,249 funds tracked by Wall St. Rank hold XYZ as of Q1 2022.

  • Rational Advisors reported no remaining Block Inc position as of Q1 2022 after selling out during the quarter.
  • Rational Advisors sold 17,427 Block Inc shares in Q1 2022, an estimated $2.81M.
  • Rational Advisors first reported a position in Block Inc in Q1 2018 and held it in 12 quarters.
  • Rational Advisors's Block Inc position peaked at $2.81M in Q4 2021.
  • 1,249 funds tracked by Wall St. Rank held Block Inc as of Q1 2022.

Based on Rational Advisors's 13F filing for Q1 2022, filed 10 May 2022.