Washburn Capital Management’s Block Inc XYZ Stock Holding History

Washburn 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 Q1	–	Sell	-4,558	Closed	-$736K	–	69
2021 Q4	$736K	Sell	4,558 -482	-10%	-$104K	0.44%	32
2021 Q3	$1.21M	Sell	5,040 -150	-3%	-$38.5K	0.79%	24
2021 Q2	$1.26M	Sell	5,190 -106	-2%	-$24.6K	0.85%	21
2021 Q1	$1.2M	Sell	5,296 -1,224	-19%	-$286K	0.82%	25
2020 Q4	$1.42M	Buy	6,520 +110	+2%	+$21.5K	0.99%	23
2020 Q3	$1.04M	Sell	6,410 -1,990	-24%	-$281K	0.82%	27
2020 Q2	$881K	Buy	8,400 +1,725	+26%	+$132K	0.81%	28
2020 Q1	$350K	Buy	+6,675	New	+$457K	0.48%	27

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Washburn Capital Management's XYZ Position: Q1 2022 in Review

Washburn Capital Management sold out of Block Inc (XYZ) in Q1 2022, closing a stake of 4,558 shares — an estimated $736K sold.

Washburn Capital Management first reported a position in XYZ in Q1 2020 and held it in 8 quarters. The position peaked at $1.42M in Q4 2020. 1,248 funds tracked by Wall St. Rank hold XYZ as of Q1 2022.

Washburn Capital Management reported no remaining Block Inc position as of Q1 2022 after selling out during the quarter.
Washburn Capital Management sold 4,558 Block Inc shares in Q1 2022, an estimated $736K.
Washburn Capital Management first reported a position in Block Inc in Q1 2020 and held it in 8 quarters.
Washburn Capital Management's Block Inc position peaked at $1.42M in Q4 2020.
1,248 funds tracked by Wall St. Rank held Block Inc as of Q1 2022.

Based on Washburn Capital Management's 13F filing for Q1 2022, filed 6 May 2022.