SFO
XYZ

Standard Family Office’s Block Inc XYZ Stock Holding History

Standard Family Office’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
Q4 		– Sell
-31
Closed -$2K – 470
2022
Q3 		$2K Buy
+31
New +$2.19K ﹤0.01% 428
2021
Q3 		– Sell
-5,766
Closed -$1.41M – 542
2021
Q2 		$1.41M Sell
5,766
-521
-8% -$121K 0.29% 27
2021
Q1 		$1.43M Hold
6,287
– – 0.34% 21
2020
Q4 		$1.37M Buy
+6,287
New +$1.23M 0.33% 21

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Standard Family Office's XYZ Position: Q4 2022 in Review

Standard Family Office sold out of Block Inc (XYZ) in Q4 2022, closing a stake of 31 shares — an estimated $2K sold.

Standard Family Office first reported a position in XYZ in Q4 2020 and held it in 4 quarters. The position peaked at $1.43M in Q1 2021. 1,004 funds tracked by Wall St. Rank hold XYZ as of Q4 2022.

  • Standard Family Office reported no remaining Block Inc position as of Q4 2022 after selling out during the quarter.
  • Standard Family Office sold 31 Block Inc shares in Q4 2022, an estimated $2K.
  • Standard Family Office first reported a position in Block Inc in Q4 2020 and held it in 4 quarters.
  • Standard Family Office's Block Inc position peaked at $1.43M in Q1 2021.
  • 1,004 funds tracked by Wall St. Rank held Block Inc as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.