Resolute Advisors’s Block Inc XYZ Stock Holding History

Resolute 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 Q4	–	Sell	-296	Closed	-$16K	–	136
2022 Q3	$16K	Hold	296	–	–	﹤0.01%	113
2022 Q2	$18K	Hold	296	–	–	﹤0.01%	97
2022 Q1	$40K	Hold	296	–	–	﹤0.01%	82
2021 Q4	$48K	Sell	296 -1,150	-80%	-$249K	﹤0.01%	87
2021 Q3	$347K	Hold	1,446	–	–	0.05%	52
2021 Q2	$353K	Hold	1,446	–	–	0.05%	37
2021 Q1	$328K	Buy	+1,446	New	+$338K	0.04%	40

Other funds holding XYZ

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Resolute Advisors's XYZ Position: Q4 2022 in Review

Resolute Advisors sold out of Block Inc (XYZ) in Q4 2022, closing a stake of 296 shares — an estimated $16K sold.

Resolute Advisors first reported a position in XYZ in Q1 2021 and held it in 7 quarters. The position peaked at $353K in Q2 2021. 1,004 funds tracked by Wall St. Rank hold XYZ as of Q4 2022.

Resolute Advisors reported no remaining Block Inc position as of Q4 2022 after selling out during the quarter.
Resolute Advisors sold 296 Block Inc shares in Q4 2022, an estimated $16K.
Resolute Advisors first reported a position in Block Inc in Q1 2021 and held it in 7 quarters.
Resolute Advisors's Block Inc position peaked at $353K in Q2 2021.
1,004 funds tracked by Wall St. Rank held Block Inc as of Q4 2022.

Based on Resolute Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.