ATFA
XYZ

All Terrain Financial Advisors’s Block Inc XYZ Stock Holding History

All Terrain Financial 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
2020
Q2 		– Sell
-3,000
Closed -$157K – 183
2020
Q1 		$157K Hold
3,000
– – 0.06% 135
2019
Q4 		$188K Buy
+3,000
New +$192K 0.06% 155

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

All Terrain Financial Advisors's XYZ Position: Q2 2020 in Review

All Terrain Financial Advisors sold out of Block Inc (XYZ) in Q2 2020, closing a stake of 972 shares — an estimated $51K sold.

All Terrain Financial Advisors first reported a position in XYZ in Q4 2019 and held it in 2 quarters. The position peaked at $51K in Q1 2020. 866 funds tracked by Wall St. Rank hold XYZ as of Q2 2020.

  • All Terrain Financial Advisors reported no remaining Block Inc position as of Q2 2020 after selling out during the quarter.
  • All Terrain Financial Advisors sold 972 Block Inc shares in Q2 2020, an estimated $51K.
  • All Terrain Financial Advisors first reported a position in Block Inc in Q4 2019 and held it in 2 quarters.
  • All Terrain Financial Advisors's Block Inc position peaked at $51K in Q1 2020.
  • 866 funds tracked by Wall St. Rank held Block Inc as of Q2 2020.

Based on All Terrain Financial Advisors's 13F filing for Q2 2020, filed 28 Jul 2020.