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	-6	Closed	-$22K	–	683
2020 Q3	$22K	Buy	+6	New	+$847	﹤0.01%	320

Other funds holding XYZ

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

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

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.