TCM
XYZ

Traynor Capital Management’s Block Inc XYZ Stock Holding History

Traynor Capital Management’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
-2,540
Closed -$344K – 220
2022
Q1 		$344K Sell
2,540
-1,064
-30% -$129K 0.04% 126
2021
Q4 		$582K Buy
3,604
+1,048
+41% +$227K 0.07% 119
2021
Q3 		$613K Buy
2,556
+125
+5% +$32.1K 0.08% 107
2021
Q2 		$586K Sell
2,431
-410
-14% -$95.1K 0.08% 106
2021
Q1 		$645K Buy
2,841
+170
+6% +$39.8K 0.11% 96
2020
Q4 		$581K Buy
2,671
+1,379
+107% +$269K 0.1% 90
2020
Q3 		$228K Buy
+1,292
New +$182K 0.05% 132
2020
Q1 		– Sell
-10,490
Closed -$656K – 197
2019
Q4 		$656K Sell
10,490
-567
-5% -$36.2K 0.18% 89
2019
Q3 		$684K Buy
11,057
+1,766
+19% +$120K 0.21% 83
2019
Q2 		$680K Buy
9,291
+75
+0.8% +$5.24K 0.22% 80
2019
Q1 		$690K Buy
9,216
+1,775
+24% +$129K 0.23% 75
2018
Q4 		$417K Sell
7,441
-7,589
-50% -$536K 0.17% 85
2018
Q3 		$1.49M Buy
15,030
+55
+0.4% +$4.24K 0.48% 41
2018
Q2 		$945K Sell
14,975
-150
-1% -$8.25K 0.34% 55
2018
Q1 		$744K Sell
15,125
-1,825
-11% -$83.8K 0.3% 59
2017
Q4 		$587K Buy
+16,950
New +$621K 0.25% 78

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 $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Traynor Capital Management's XYZ Position: Q2 2022 in Review

Traynor Capital Management sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 2,540 shares — an estimated $344K sold.

Traynor Capital Management first reported a position in XYZ in Q4 2017 and held it in 16 quarters. The position peaked at $1.49M in Q3 2018. 1,027 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

  • Traynor Capital Management reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
  • Traynor Capital Management sold 2,540 Block Inc shares in Q2 2022, an estimated $344K.
  • Traynor Capital Management first reported a position in Block Inc in Q4 2017 and held it in 16 quarters.
  • Traynor Capital Management's Block Inc position peaked at $1.49M in Q3 2018.
  • 1,027 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on Traynor Capital Management's 13F filing for Q2 2022, filed 28 Jul 2022.