TFA
XYZ

Teamwork Financial Advisors’s Block Inc XYZ Stock Holding History

Teamwork Financial Advisors’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
Q2 		– Sell
-2,341
Closed -$317K – 266
2022
Q1 		$317K Sell
2,341
-10,702
-82% -$1.3M 0.06% 200
2021
Q4 		$2.11M Sell
13,043
-5,814
-31% -$1.26M 0.39% 46
2021
Q3 		$4.52M Buy
18,857
+1,225
+7% +$315K 0.89% 19
2021
Q2 		$4.3M Buy
17,632
+2,717
+18% +$630K 0.88% 17
2021
Q1 		$3.39M Buy
14,915
+3,544
+31% +$829K 0.79% 21
2020
Q4 		$2.48M Buy
11,371
+2,850
+33% +$556K 0.59% 27
2020
Q3 		$1.39M Buy
8,521
+4,017
+89% +$567K 0.43% 44
2020
Q2 		$473K Buy
+4,504
New +$345K 0.17% 113

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
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Teamwork Financial Advisors's XYZ Position: Q2 2022 in Review

Teamwork Financial Advisors sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 2,341 shares — an estimated $317K sold.

Teamwork Financial Advisors first reported a position in XYZ in Q2 2020 and held it in 8 quarters. The position peaked at $4.52M in Q3 2021. 1,029 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

  • Teamwork Financial Advisors reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
  • Teamwork Financial Advisors sold 2,341 Block Inc shares in Q2 2022, an estimated $317K.
  • Teamwork Financial Advisors first reported a position in Block Inc in Q2 2020 and held it in 8 quarters.
  • Teamwork Financial Advisors's Block Inc position peaked at $4.52M in Q3 2021.
  • 1,029 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on Teamwork Financial Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.