Signature Estate & Investment Advisors’s Block Inc XYZ Stock Holding History

Signature Estate & Investment 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	-148,976	Closed	-$9.16M	–	177
2022 Q2	$9.16M	Buy	148,976 +65,574	+79%	+$5.99M	0.46%	37
2022 Q1	$11.3M	Sell	83,402 -127,087	-60%	-$15.4M	0.52%	37
2021 Q4	$34M	Buy	210,489 +54,456	+35%	+$11.8M	1.53%	26
2021 Q3	$37.4M	Sell	156,033 -5,988	-4%	-$1.54M	1.83%	23
2021 Q2	$39.5M	Buy	162,021 +8,682	+6%	+$2.01M	1.77%	14
2021 Q1	$34.8M	Buy	153,339 +152,086	+12,138%	+$35.6M	1.69%	22
2020 Q4	$272K	Buy	+1,253	New	+$244K	0.01%	137

Other funds holding XYZ

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

BlackRock New York $6.73T AUM 46.02% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Signature Estate & Investment Advisors's XYZ Position: Q3 2022 in Review

Signature Estate & Investment Advisors sold out of Block Inc (XYZ) in Q3 2022, closing a stake of 148,976 shares — an estimated $9.16M sold.

Signature Estate & Investment Advisors first reported a position in XYZ in Q4 2020 and held it in 7 quarters. The position peaked at $39.5M in Q2 2021. 971 funds tracked by Wall St. Rank hold XYZ as of Q3 2022.

Signature Estate & Investment Advisors reported no remaining Block Inc position as of Q3 2022 after selling out during the quarter.
Signature Estate & Investment Advisors sold 148,976 Block Inc shares in Q3 2022, an estimated $9.16M.
Signature Estate & Investment Advisors first reported a position in Block Inc in Q4 2020 and held it in 7 quarters.
Signature Estate & Investment Advisors's Block Inc position peaked at $39.5M in Q2 2021.
971 funds tracked by Wall St. Rank held Block Inc as of Q3 2022.

Based on Signature Estate & Investment Advisors's 13F filing for Q3 2022, filed 20 Oct 2022.