SW
XYZ icon

StrongBox Wealth’s Block Inc XYZ Stock Holding History

StrongBox Wealth’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
-1,480
Closed -$239K – 107
2021
Q4 		$239K Buy
+1,480
New +$321K 0.12% 94
2021
Q1 		– Sell
-981
Closed -$214K – 104
2020
Q4 		$214K Buy
+981
New +$191K 0.14% 87

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 $3.38T AUM 44.17% 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

StrongBox Wealth's XYZ Position: Q1 2022 in Review

StrongBox Wealth sold out of Block Inc (XYZ) in Q1 2022, closing a stake of 1,480 shares — an estimated $239K sold.

StrongBox Wealth first reported a position in XYZ in Q4 2020 and held it in 2 quarters. The position peaked at $239K in Q4 2021. 1,250 funds tracked by Wall St. Rank hold XYZ as of Q1 2022.

  • StrongBox Wealth reported no remaining Block Inc position as of Q1 2022 after selling out during the quarter.
  • StrongBox Wealth sold 1,480 Block Inc shares in Q1 2022, an estimated $239K.
  • StrongBox Wealth first reported a position in Block Inc in Q4 2020 and held it in 2 quarters.
  • StrongBox Wealth's Block Inc position peaked at $239K in Q4 2021.
  • 1,250 funds tracked by Wall St. Rank held Block Inc as of Q1 2022.

Based on StrongBox Wealth's 13F filing for Q1 2022, filed 14 Apr 2022.