TFO Wealth Partners’s Block Inc XYZ Stock Holding History

TFO Wealth Partners’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 Q3	–	Sell	-16	Closed	-$1K	–	516
2022 Q2	$1K	Buy	+16	New	+$1.46K	﹤0.01%	488

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

TFO Wealth Partners's XYZ Position: Q3 2022 in Review

TFO Wealth Partners sold out of Block Inc (XYZ) in Q3 2022, closing a stake of 16 shares — an estimated $1K sold.

TFO Wealth Partners first reported a position in XYZ in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 970 funds tracked by Wall St. Rank hold XYZ as of Q3 2022.

TFO Wealth Partners reported no remaining Block Inc position as of Q3 2022 after selling out during the quarter.
TFO Wealth Partners sold 16 Block Inc shares in Q3 2022, an estimated $1K.
TFO Wealth Partners first reported a position in Block Inc in Q2 2022 and held it in 1 quarter.
TFO Wealth Partners's Block Inc position peaked at $1K in Q2 2022.
970 funds tracked by Wall St. Rank held Block Inc as of Q3 2022.

Based on TFO Wealth Partners's 13F filing for Q3 2022, filed 8 Nov 2022.