SFM
XYZ

Signet Financial Management’s Block Inc XYZ Stock Holding History

Signet Financial Management’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
-639
Closed -$103K – 1394
2021
Q4 		$103K Buy
+639
New +$138K 0.02% 323
2018
Q4 		– Sell
-146
Closed -$14K – 872
2018
Q3 		$14K Buy
146
+100
+217% +$7.71K ﹤0.01% 577
2018
Q2 		$3K Sell
46
-267
-85% -$14.7K ﹤0.01% 797
2018
Q1 		$15K Buy
+313
New +$14.4K ﹤0.01% 528

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $645B AUM 30.41% 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

Signet Financial Management's XYZ Position: Q1 2022 in Review

Signet Financial Management sold out of Block Inc (XYZ) in Q1 2022, closing a stake of 639 shares — an estimated $103K sold.

Signet Financial Management first reported a position in XYZ in Q1 2018 and held it in 4 quarters. The position peaked at $103K in Q4 2021. 1,248 funds tracked by Wall St. Rank hold XYZ as of Q1 2022.

  • Signet Financial Management reported no remaining Block Inc position as of Q1 2022 after selling out during the quarter.
  • Signet Financial Management sold 639 Block Inc shares in Q1 2022, an estimated $103K.
  • Signet Financial Management first reported a position in Block Inc in Q1 2018 and held it in 4 quarters.
  • Signet Financial Management's Block Inc position peaked at $103K in Q4 2021.
  • 1,248 funds tracked by Wall St. Rank held Block Inc as of Q1 2022.

Based on Signet Financial Management's 13F filing for Q1 2022, filed 13 May 2022.