SFPG
XYZ

Stonebridge Financial Planning Group’s Block Inc XYZ Stock Holding History

Stonebridge Financial Planning Group’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
-330
Closed -$36K – 374
2021
Q4 		$36K Sell
330
-100
-23% -$21.7K 0.02% 244
2021
Q3 		$109K Buy
430
+25
+6% +$6.42K 0.05% 157
2021
Q2 		$99K Buy
405
+80
+25% +$18.6K 0.05% 162
2021
Q1 		$86K Buy
325
+100
+44% +$23.4K 0.05% 174
2020
Q4 		$49K Hold
225
– – 0.03% 200
2020
Q3 		$42K Hold
225
– – 0.03% 204
2020
Q2 		$26K Hold
225
– – 0.02% 235
2020
Q1 		$13K Sell
225
-235
-51% -$16.1K 0.01% 287
2019
Q4 		$29K Buy
+460
New +$29.4K 0.03% 209

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 $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Stonebridge Financial Planning Group's XYZ Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of Block Inc (XYZ) in Q1 2022, closing a stake of 330 shares — an estimated $36K sold.

Stonebridge Financial Planning Group first reported a position in XYZ in Q4 2019 and held it in 9 quarters. The position peaked at $109K in Q3 2021. 1,249 funds tracked by Wall St. Rank hold XYZ as of Q1 2022.

  • Stonebridge Financial Planning Group reported no remaining Block Inc position as of Q1 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 330 Block Inc shares in Q1 2022, an estimated $36K.
  • Stonebridge Financial Planning Group first reported a position in Block Inc in Q4 2019 and held it in 9 quarters.
  • Stonebridge Financial Planning Group's Block Inc position peaked at $109K in Q3 2021.
  • 1,249 funds tracked by Wall St. Rank held Block Inc as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.