RA
XYZ

RiverPark Advisors’s Block Inc XYZ Stock Holding History

RiverPark 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
Q3 		– Sell
-19,507
Closed -$1.2M – 142
2022
Q2 		$1.2M Buy
19,507
+12,989
+199% +$1.19M 0.38% 70
2022
Q1 		$884K Sell
6,518
-54,029
-89% -$6.54M 0.16% 96
2021
Q4 		$9.78M Buy
60,547
+31,736
+110% +$6.88M 1.17% 35
2021
Q3 		$6.91M Hold
28,811
– – 0.84% 44
2021
Q2 		$7.02M Sell
28,811
-1,092
-4% -$253K 0.9% 41
2021
Q1 		$6.79M Buy
+29,903
New +$6.99M 1.12% 38

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

RiverPark Advisors's XYZ Position: Q3 2022 in Review

RiverPark Advisors sold out of Block Inc (XYZ) in Q3 2022, closing a stake of 19,507 shares — an estimated $1.2M sold.

RiverPark Advisors first reported a position in XYZ in Q1 2021 and held it in 6 quarters. The position peaked at $9.78M in Q4 2021. 972 funds tracked by Wall St. Rank hold XYZ as of Q3 2022.

  • RiverPark Advisors reported no remaining Block Inc position as of Q3 2022 after selling out during the quarter.
  • RiverPark Advisors sold 19,507 Block Inc shares in Q3 2022, an estimated $1.2M.
  • RiverPark Advisors first reported a position in Block Inc in Q1 2021 and held it in 6 quarters.
  • RiverPark Advisors's Block Inc position peaked at $9.78M in Q4 2021.
  • 972 funds tracked by Wall St. Rank held Block Inc as of Q3 2022.

Based on RiverPark Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.