Romano Brothers & Co’s Block Inc XYZ Stock Holding History

Romano Brothers & Co’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
2023 Q1	–	Sell	-339	Closed	-$21.3K	–	1014
2022 Q4	$21.3K	Buy	+339	New	+$20.9K	﹤0.01%	607

Other funds holding XYZ

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

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

AIM

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

Romano Brothers & Co's XYZ Position: Q1 2023 in Review

Romano Brothers & Co sold out of Block Inc (XYZ) in Q1 2023, closing a stake of 339 shares — an estimated $21.3K sold.

Romano Brothers & Co first reported a position in XYZ in Q4 2022 and held it in 1 quarter. The position peaked at $21.3K in Q4 2022. 994 funds tracked by Wall St. Rank hold XYZ as of Q1 2023.

Romano Brothers & Co reported no remaining Block Inc position as of Q1 2023 after selling out during the quarter.
Romano Brothers & Co sold 339 Block Inc shares in Q1 2023, an estimated $21.3K.
Romano Brothers & Co first reported a position in Block Inc in Q4 2022 and held it in 1 quarter.
Romano Brothers & Co's Block Inc position peaked at $21.3K in Q4 2022.
994 funds tracked by Wall St. Rank held Block Inc as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.