Altus Wealth Group’s Block Inc XYZ Stock Holding History

Altus Wealth 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 Q1	–	Sell	-148	Closed	-$32K	–	792
2020 Q4	$32K	Buy	+148	New	+$28.9K	0.03%	288

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

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Altus Wealth Group's XYZ Position: Q1 2021 in Review

Altus Wealth Group sold out of Block Inc (XYZ) in Q1 2021, closing a stake of 148 shares — an estimated $32K sold.

Altus Wealth Group first reported a position in XYZ in Q4 2020 and held it in 1 quarter. The position peaked at $32K in Q4 2020. 1,298 funds tracked by Wall St. Rank hold XYZ as of Q1 2021.

Altus Wealth Group reported no remaining Block Inc position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 148 Block Inc shares in Q1 2021, an estimated $32K.
Altus Wealth Group first reported a position in Block Inc in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's Block Inc position peaked at $32K in Q4 2020.
1,298 funds tracked by Wall St. Rank held Block Inc as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.