AFG
XYZ

Alterity Financial Group’s Block Inc XYZ Stock Holding History

Alterity Financial Group’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 		$946K Buy
+5,856
New +$1.27M 1.01% 26
2021
Q1 		$316K Buy
+2,329
New +$545K 0.38% 61

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $154B AUM 29.96% 1-Year Est. Return

Alterity Financial Group's XYZ Position: Q4 2021 in Review

Alterity Financial Group opened a new position in Block Inc (XYZ) in Q4 2021: 5,856 shares worth $946K. The stake represents 1.01% of the portfolio and ranks #26 among its holdings. This is a return to the name: Alterity Financial Group previously reported a position in XYZ as recently as Q1 2021.

Alterity Financial Group first reported a position in XYZ in Q1 2021 and has held it in 2 quarters since. 1,364 funds tracked by Wall St. Rank hold XYZ as of Q4 2021.

  • Alterity Financial Group held 5,856 shares of Block Inc worth $946K as of Q4 2021.
  • Block Inc was a new Alterity Financial Group position in Q4 2021.
  • Block Inc made up 1.01% of Alterity Financial Group's portfolio in Q4 2021, its #26 holding.
  • Alterity Financial Group first reported a position in Block Inc in Q1 2021 and has held it in 2 quarters since.
  • 1,364 funds tracked by Wall St. Rank held Block Inc as of Q4 2021.

Based on Alterity Financial Group's 13F filing for Q4 2021, filed 14 Feb 2022.