SFS
XYZ

Stiles Financial Services’s Block Inc XYZ Stock Holding History

Stiles Financial Services’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
-5,234
Closed -$288K – 190
2022
Q3 		$288K Hold
5,234
– – 0.17% 131
2022
Q2 		$322K Buy
5,234
+50
+1% +$4.57K 0.19% 122
2022
Q1 		$703K Sell
5,184
-291
-5% -$35.2K 0.35% 79
2021
Q4 		$884K Buy
+5,475
New +$1.19M 0.43% 69

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Stiles Financial Services's XYZ Position: Q4 2022 in Review

Stiles Financial Services sold out of Block Inc (XYZ) in Q4 2022, closing a stake of 5,234 shares — an estimated $288K sold.

Stiles Financial Services first reported a position in XYZ in Q4 2021 and held it in 4 quarters. The position peaked at $884K in Q4 2021. 1,004 funds tracked by Wall St. Rank hold XYZ as of Q4 2022.

  • Stiles Financial Services reported no remaining Block Inc position as of Q4 2022 after selling out during the quarter.
  • Stiles Financial Services sold 5,234 Block Inc shares in Q4 2022, an estimated $288K.
  • Stiles Financial Services first reported a position in Block Inc in Q4 2021 and held it in 4 quarters.
  • Stiles Financial Services's Block Inc position peaked at $884K in Q4 2021.
  • 1,004 funds tracked by Wall St. Rank held Block Inc as of Q4 2022.

Based on Stiles Financial Services's 13F filing for Q4 2022, filed 27 Jan 2023.