Alera Investment Advisors’s Block Inc XYZ Stock Holding History

Alera Investment Advisors’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
2019 Q2	–	Sell	-176	Closed	-$13K	–	1054
2019 Q1	$13K	Buy	176 +88	+100%	+$6.38K	0.01%	409
2018 Q4	$5K	Buy	+88	New	+$6.21K	﹤0.01%	617

Other funds holding XYZ

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Alera Investment Advisors's XYZ Position: Q2 2019 in Review

Alera Investment Advisors sold out of Block Inc (XYZ) in Q2 2019, closing a stake of 176 shares — an estimated $13K sold.

Alera Investment Advisors first reported a position in XYZ in Q4 2018 and held it in 2 quarters. The position peaked at $13K in Q1 2019. 754 funds tracked by Wall St. Rank hold XYZ as of Q2 2019.

Alera Investment Advisors reported no remaining Block Inc position as of Q2 2019 after selling out during the quarter.
Alera Investment Advisors sold 176 Block Inc shares in Q2 2019, an estimated $13K.
Alera Investment Advisors first reported a position in Block Inc in Q4 2018 and held it in 2 quarters.
Alera Investment Advisors's Block Inc position peaked at $13K in Q1 2019.
754 funds tracked by Wall St. Rank held Block Inc as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.