Wharton Business Group’s Block Inc XYZ Stock Holding History

Wharton Business Group’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	-1,923	Closed	-$261K	–	136
2022 Q1	$261K	Hold	1,923	–	–	0.02%	121
2021 Q4	$311K	Buy	+1,923	New	+$417K	0.02%	108
2021 Q3	–	Sell	-1,923	Closed	-$469K	–	126
2021 Q2	$469K	Sell	1,923 -275	-13%	-$63.8K	0.04%	81
2021 Q1	$499K	Hold	2,198	–	–	0.04%	76
2020 Q4	$478K	Hold	2,198	–	–	0.04%	73
2020 Q3	$357K	Hold	2,198	–	–	0.03%	83
2020 Q2	$231K	Buy	+2,198	New	+$168K	0.02%	104

Other funds holding XYZ

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wharton Business Group's XYZ Position: Q2 2022 in Review

Wharton Business Group sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 1,923 shares — an estimated $261K sold.

Wharton Business Group first reported a position in XYZ in Q2 2020 and held it in 7 quarters. The position peaked at $499K in Q1 2021. 1,030 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

Wharton Business Group reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
Wharton Business Group sold 1,923 Block Inc shares in Q2 2022, an estimated $261K.
Wharton Business Group first reported a position in Block Inc in Q2 2020 and held it in 7 quarters.
Wharton Business Group's Block Inc position peaked at $499K in Q1 2021.
1,030 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on Wharton Business Group's 13F filing for Q2 2022, filed 9 Aug 2022.