RMC
XYZ icon

Resources Management Corp’s Block Inc XYZ Stock Holding History

Resources Management Corp’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
-40
Closed -$2K – 486
2022
Q3 		$2K Sell
40
-20
-33% -$1.42K ﹤0.01% 458
2022
Q2 		$4K Hold
60
– – ﹤0.01% 454
2022
Q1 		$8K Sell
60
-200
-77% -$24.2K ﹤0.01% 422
2021
Q4 		$42K Hold
260
– – 0.01% 339
2021
Q3 		$62K Hold
260
– – 0.01% 304
2021
Q2 		$63K Hold
260
– – 0.01% 309
2021
Q1 		$59K Buy
260
+40
+18% +$9.36K 0.01% 303
2020
Q4 		$48K Hold
220
– – 0.01% 310
2020
Q3 		$36K Buy
220
+200
+1,000% +$28.2K 0.01% 314
2020
Q2 		$2K Hold
20
– – ﹤0.01% 458
2020
Q1 		$1K Hold
20
– – ﹤0.01% 478
2019
Q4 		$1K Hold
20
– – ﹤0.01% 451
2019
Q3 		$1K Buy
+20
New +$1.36K ﹤0.01% 497

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Resources Management Corp's XYZ Position: Q4 2022 in Review

Resources Management Corp sold out of Block Inc (XYZ) in Q4 2022, closing a stake of 40 shares — an estimated $2K sold.

Resources Management Corp first reported a position in XYZ in Q3 2019 and held it in 13 quarters. The position peaked at $63K in Q2 2021. 1,005 funds tracked by Wall St. Rank hold XYZ as of Q4 2022.

  • Resources Management Corp reported no remaining Block Inc position as of Q4 2022 after selling out during the quarter.
  • Resources Management Corp sold 40 Block Inc shares in Q4 2022, an estimated $2K.
  • Resources Management Corp first reported a position in Block Inc in Q3 2019 and held it in 13 quarters.
  • Resources Management Corp's Block Inc position peaked at $63K in Q2 2021.
  • 1,005 funds tracked by Wall St. Rank held Block Inc as of Q4 2022.

Based on Resources Management Corp's 13F filing for Q4 2022, filed 8 Feb 2023.