AWC
XYZ

Abundance Wealth Counselors’s Block Inc XYZ Stock Holding History

Abundance Wealth Counselors’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 		– Sell
-202
Closed -$46K – 352
2021
Q1 		$46K Buy
+202
New +$47.3K 0.01% 174

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Abundance Wealth Counselors's XYZ Position: Q2 2021 in Review

Abundance Wealth Counselors sold out of Block Inc (XYZ) in Q2 2021, closing a stake of 202 shares — an estimated $46K sold.

Abundance Wealth Counselors first reported a position in XYZ in Q1 2021 and held it in 1 quarter. The position peaked at $46K in Q1 2021. 1,349 funds tracked by Wall St. Rank hold XYZ as of Q2 2021.

  • Abundance Wealth Counselors reported no remaining Block Inc position as of Q2 2021 after selling out during the quarter.
  • Abundance Wealth Counselors sold 202 Block Inc shares in Q2 2021, an estimated $46K.
  • Abundance Wealth Counselors first reported a position in Block Inc in Q1 2021 and held it in 1 quarter.
  • Abundance Wealth Counselors's Block Inc position peaked at $46K in Q1 2021.
  • 1,349 funds tracked by Wall St. Rank held Block Inc as of Q2 2021.

Based on Abundance Wealth Counselors's 13F filing for Q2 2021, filed 21 Jul 2021.