AA
XYZ

Advisory Alpha’s Block Inc XYZ Stock Holding History

Advisory Alpha’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
Q4 		– Sell
-191
Closed -$34K – 684
2020
Q3 		$34K Buy
+191
New +$27K 0.01% 251
2020
Q2 		– Sell
-91
Closed -$5.63K – 650
2020
Q1 		$5.63K Buy
91
+65
+250% +$4.45K ﹤0.01% 472
2019
Q4 		$1.78K Hold
26
– – ﹤0.01% 666
2019
Q3 		$1.62K Buy
+26
New +$1.77K ﹤0.01% 673
2019
Q2 		– Sell
-236
Closed -$15.7K – 675
2019
Q1 		$15.7K Buy
+236
New +$17.1K 0.01% 358

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
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Advisory Alpha's XYZ Position: Q4 2020 in Review

Advisory Alpha sold out of Block Inc (XYZ) in Q4 2020, closing a stake of 191 shares — an estimated $34K sold.

Advisory Alpha first reported a position in XYZ in Q1 2019 and held it in 5 quarters. The position peaked at $34K in Q3 2020. 1,243 funds tracked by Wall St. Rank hold XYZ as of Q4 2020.

  • Advisory Alpha reported no remaining Block Inc position as of Q4 2020 after selling out during the quarter.
  • Advisory Alpha sold 191 Block Inc shares in Q4 2020, an estimated $34K.
  • Advisory Alpha first reported a position in Block Inc in Q1 2019 and held it in 5 quarters.
  • Advisory Alpha's Block Inc position peaked at $34K in Q3 2020.
  • 1,243 funds tracked by Wall St. Rank held Block Inc as of Q4 2020.

Based on Advisory Alpha's 13F filing for Q4 2020, filed 16 Feb 2021.