AIL
XYZ

AGF Investments LLC’s Block Inc XYZ Stock Holding History

AGF Investments LLC’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
Q4 		– Sell
-636
Closed -$153K – 499
2021
Q3 		$153K Buy
636
+187
+42% +$48K 0.02% 301
2021
Q2 		$109K Sell
449
-377
-46% -$87.4K 0.01% 321
2021
Q1 		$188K Sell
826
-308
-27% -$72K 0.02% 282
2020
Q4 		$247K Buy
+1,134
New +$221K 0.03% 275
2018
Q4 		– Sell
-300
Closed -$29K – 860
2018
Q3 		$29K Sell
300
-281
-48% -$21.7K ﹤0.01% 469
2018
Q2 		$36K Buy
+581
New +$32K ﹤0.01% 512
2018
Q1 		– Sell
-584
Closed -$21K – 828
2017
Q4 		$21K Buy
584
+236
+68% +$8.64K ﹤0.01% 413
2017
Q3 		$11K Buy
+348
New +$9.11K ﹤0.01% 486

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AGF Investments LLC's XYZ Position: Q4 2021 in Review

AGF Investments LLC sold out of Block Inc (XYZ) in Q4 2021, closing a stake of 636 shares — an estimated $153K sold.

AGF Investments LLC first reported a position in XYZ in Q3 2017 and held it in 8 quarters. The position peaked at $247K in Q4 2020. 1,365 funds tracked by Wall St. Rank hold XYZ as of Q4 2021.

  • AGF Investments LLC reported no remaining Block Inc position as of Q4 2021 after selling out during the quarter.
  • AGF Investments LLC sold 636 Block Inc shares in Q4 2021, an estimated $153K.
  • AGF Investments LLC first reported a position in Block Inc in Q3 2017 and held it in 8 quarters.
  • AGF Investments LLC's Block Inc position peaked at $247K in Q4 2020.
  • 1,365 funds tracked by Wall St. Rank held Block Inc as of Q4 2021.

Based on AGF Investments LLC's 13F filing for Q4 2021, filed 1 Feb 2022.