Rollins Financial’s Block Inc XYZ Stock Holding History

Rollins Financial’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 Q2	–	Sell	-1,708	Closed	-$232K	–	132
2022 Q1	$232K	Buy	+1,708	New	+$207K	0.07%	111
2021 Q2	$307K	Buy	+1,259	New	+$292K	0.11%	81

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Rollins Financial's XYZ Position: Q2 2022 in Review

Rollins Financial sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 1,708 shares — an estimated $232K sold.

Rollins Financial first reported a position in XYZ in Q2 2021 and held it in 2 quarters. The position peaked at $307K in Q2 2021. 1,027 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

Rollins Financial reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
Rollins Financial sold 1,708 Block Inc shares in Q2 2022, an estimated $232K.
Rollins Financial first reported a position in Block Inc in Q2 2021 and held it in 2 quarters.
Rollins Financial's Block Inc position peaked at $307K in Q2 2021.
1,027 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on Rollins Financial's 13F filing for Q2 2022, filed 8 Aug 2022.