Regatta Capital Group’s Block Inc XYZ Stock Holding History

Regatta Capital 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 Q1	–	Sell	-2,444	Closed	-$395K	–	188
2021 Q4	$395K	Buy	+2,444	New	+$530K	0.14%	123

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Regatta Capital Group's XYZ Position: Q1 2022 in Review

Regatta Capital Group sold out of Block Inc (XYZ) in Q1 2022, closing a stake of 2,444 shares — an estimated $395K sold.

Regatta Capital Group first reported a position in XYZ in Q4 2021 and held it in 1 quarter. The position peaked at $395K in Q4 2021. 1,248 funds tracked by Wall St. Rank hold XYZ as of Q1 2022.

Regatta Capital Group reported no remaining Block Inc position as of Q1 2022 after selling out during the quarter.
Regatta Capital Group sold 2,444 Block Inc shares in Q1 2022, an estimated $395K.
Regatta Capital Group first reported a position in Block Inc in Q4 2021 and held it in 1 quarter.
Regatta Capital Group's Block Inc position peaked at $395K in Q4 2021.
1,248 funds tracked by Wall St. Rank held Block Inc as of Q1 2022.

Based on Regatta Capital Group's 13F filing for Q1 2022, filed 16 May 2022.