Accurate Investment Solutions’s Block Inc XYZ Stock Holding History

Accurate Investment Solutions’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
2020 Q2	–	Sell	-200	Closed	-$10K	–	416
2020 Q1	$10K	Hold	200	–	–	0.01%	293
2019 Q4	$13K	Hold	200	–	–	0.01%	262
2019 Q3	$12K	Hold	200	–	–	0.01%	224
2019 Q2	$15K	Hold	200	–	–	0.01%	197
2019 Q1	$15K	Hold	200	–	–	0.01%	182
2018 Q4	$11K	Hold	200	–	–	0.01%	195
2018 Q3	$20K	Hold	200	–	–	0.01%	179
2018 Q2	$12K	Hold	200	–	–	0.01%	243
2018 Q1	$10K	Hold	200	–	–	0.01%	257
2017 Q4	$7K	Hold	200	–	–	0.01%	285
2017 Q3	$6K	Hold	200	–	–	﹤0.01%	305
2017 Q2	$5K	Hold	200	–	–	﹤0.01%	254
2017 Q1	$3K	Buy	+200	New	+$3.13K	﹤0.01%	259

Other funds holding XYZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Accurate Investment Solutions's XYZ Position: Q2 2020 in Review

Accurate Investment Solutions sold out of Block Inc (XYZ) in Q2 2020, closing a stake of 200 shares — an estimated $10K sold.

Accurate Investment Solutions first reported a position in XYZ in Q1 2017 and held it in 13 quarters. The position peaked at $20K in Q3 2018. 865 funds tracked by Wall St. Rank hold XYZ as of Q2 2020.

Accurate Investment Solutions reported no remaining Block Inc position as of Q2 2020 after selling out during the quarter.
Accurate Investment Solutions sold 200 Block Inc shares in Q2 2020, an estimated $10K.
Accurate Investment Solutions first reported a position in Block Inc in Q1 2017 and held it in 13 quarters.
Accurate Investment Solutions's Block Inc position peaked at $20K in Q3 2018.
865 funds tracked by Wall St. Rank held Block Inc as of Q2 2020.

Based on Accurate Investment Solutions's 13F filing for Q2 2020.