VAFP
XYZ

Vahanian & Associates Financial Planning’s Block Inc XYZ Stock Holding History

Vahanian & Associates Financial Planning’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
-2,451
Closed -$396K – 148
2021
Q4 		$396K Buy
+2,451
New +$531K 0.32% 90

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Vahanian & Associates Financial Planning's XYZ Position: Q1 2022 in Review

Vahanian & Associates Financial Planning sold out of Block Inc (XYZ) in Q1 2022, closing a stake of 2,451 shares — an estimated $396K sold.

Vahanian & Associates Financial Planning first reported a position in XYZ in Q4 2021 and held it in 1 quarter. The position peaked at $396K in Q4 2021. 1,249 funds tracked by Wall St. Rank hold XYZ as of Q1 2022.

  • Vahanian & Associates Financial Planning reported no remaining Block Inc position as of Q1 2022 after selling out during the quarter.
  • Vahanian & Associates Financial Planning sold 2,451 Block Inc shares in Q1 2022, an estimated $396K.
  • Vahanian & Associates Financial Planning first reported a position in Block Inc in Q4 2021 and held it in 1 quarter.
  • Vahanian & Associates Financial Planning's Block Inc position peaked at $396K in Q4 2021.
  • 1,249 funds tracked by Wall St. Rank held Block Inc as of Q1 2022.

Based on Vahanian & Associates Financial Planning's 13F filing for Q1 2022, filed 27 Apr 2022.