RPCONE
XYZ

Retirement Planning Company of New England’s Block Inc XYZ Stock Holding History

Retirement Planning Company of New England’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
-583
Closed -$94K – 932
2021
Q4 		$94K Buy
+583
New +$126K 0.05% 314

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 $1.66T AUM 25.57% 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 $25.5B AUM 26.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $1.9T AUM 41.92% 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 $535B AUM 26.23% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Retirement Planning Company of New England's XYZ Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Block Inc (XYZ) in Q1 2022, closing a stake of 583 shares — an estimated $94K sold.

Retirement Planning Company of New England first reported a position in XYZ in Q4 2021 and held it in 1 quarter. The position peaked at $94K in Q4 2021. 1,249 funds tracked by Wall St. Rank hold XYZ as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Block Inc position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 583 Block Inc shares in Q1 2022, an estimated $94K.
  • Retirement Planning Company of New England first reported a position in Block Inc in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Block Inc position peaked at $94K in Q4 2021.
  • 1,249 funds tracked by Wall St. Rank held Block Inc as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.