Tiedemann Advisors’s Block Inc XYZ Stock Holding History

Tiedemann 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	-2,140	Closed	-$290K	–	309
2022 Q1	$290K	Sell	2,140 -801	-27%	-$97K	0.01%	231
2021 Q4	$475K	Hold	2,941	–	–	0.02%	192
2021 Q3	$705K	Sell	2,941 -2,492	-46%	-$640K	0.04%	162
2021 Q2	$1.32M	Buy	5,433 +557	+11%	+$129K	0.05%	145
2021 Q1	$1.11M	Sell	4,876 -158	-3%	-$37K	0.05%	155
2020 Q4	$1.1M	Buy	+5,034	New	+$982K	0.05%	142
2019 Q3	–	Sell	-10,000	Closed	-$725K	–	321
2019 Q2	$725K	Sell	10,000 -3	-0%	-$210	0.04%	177
2019 Q1	$749K	Hold	10,003	–	–	0.04%	255
2018 Q4	$561K	Buy	10,003 +3	+0%	+$212	0.03%	276
2018 Q3	$990K	Hold	10,000	–	–	0.06%	169
2018 Q2	$616K	Buy	+10,000	New	+$550K	0.04%	211

Other funds holding XYZ

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

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

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Tiedemann Advisors's XYZ Position: Q2 2022 in Review

Tiedemann Advisors sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 2,140 shares — an estimated $290K sold.

Tiedemann Advisors first reported a position in XYZ in Q2 2018 and held it in 11 quarters. The position peaked at $1.32M in Q2 2021. 1,027 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

Tiedemann Advisors reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
Tiedemann Advisors sold 2,140 Block Inc shares in Q2 2022, an estimated $290K.
Tiedemann Advisors first reported a position in Block Inc in Q2 2018 and held it in 11 quarters.
Tiedemann Advisors's Block Inc position peaked at $1.32M in Q2 2021.
1,027 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on Tiedemann Advisors's 13F filing for Q2 2022, filed 3 Aug 2022.