22CM
XYZ

20/20 Capital Management’s Block Inc XYZ Stock Holding History

20/20 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
2021
Q2 		$397K Buy
1,628
+96
+6% +$22.3K 0.1% 114
2021
Q1 		$348K Buy
1,532
+165
+12% +$38.6K 0.1% 121
2020
Q4 		$311K Buy
+1,367
New +$267K 0.09% 129

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

20/20 Capital Management's XYZ Position: Q2 2021 in Review

20/20 Capital Management increased its Block Inc (XYZ) stake by 6.3% in Q2 2021, buying an estimated $22.3K and bringing the position to 1,628 shares worth $397K. The position accounts for 0.1% of the portfolio, ranked #114.

20/20 Capital Management first reported a position in XYZ in Q4 2020 and has held it in 3 quarters since. 1,351 funds tracked by Wall St. Rank hold XYZ as of Q2 2021.

  • 20/20 Capital Management held 1,628 shares of Block Inc worth $397K as of Q2 2021.
  • 20/20 Capital Management bought 96 Block Inc shares in Q2 2021, an estimated $22.3K.
  • Block Inc made up 0.1% of 20/20 Capital Management's portfolio in Q2 2021, its #114 holding.
  • 20/20 Capital Management first reported a position in Block Inc in Q4 2020 and has held it in 3 quarters since.
  • 1,351 funds tracked by Wall St. Rank held Block Inc as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.