Americana Partners’s Block Inc XYZ Stock Holding History

Americana Partners’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
2022 Q1	–	Sell	-8,430	Closed	-$1.36M	–	295
2021 Q4	$1.36M	Buy	8,430 +3,162	+60%	+$685K	0.25%	94
2021 Q3	$1.26M	Buy	5,268 +4,010	+319%	+$1.03M	0.31%	79
2021 Q2	$306K	Buy	1,258 +91	+8%	+$21.1K	0.16%	99
2021 Q1	$264K	Buy	1,167 +98	+9%	+$22.9K	0.16%	91
2020 Q4	$232K	Buy	+1,069	New	+$209K	0.18%	87
2020 Q1	–	Sell	-476	Closed	-$29K	–	515
2019 Q4	$29K	Buy	+476	New	+$30.4K	0.02%	303

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Americana Partners's XYZ Position: Q1 2022 in Review

Americana Partners sold out of Block Inc (XYZ) in Q1 2022, closing a stake of 8,430 shares — an estimated $1.36M sold.

Americana Partners first reported a position in XYZ in Q4 2019 and held it in 6 quarters. The position peaked at $1.36M in Q4 2021. 1,250 funds tracked by Wall St. Rank hold XYZ as of Q1 2022.

Americana Partners reported no remaining Block Inc position as of Q1 2022 after selling out during the quarter.
Americana Partners sold 8,430 Block Inc shares in Q1 2022, an estimated $1.36M.
Americana Partners first reported a position in Block Inc in Q4 2019 and held it in 6 quarters.
Americana Partners's Block Inc position peaked at $1.36M in Q4 2021.
1,250 funds tracked by Wall St. Rank held Block Inc as of Q1 2022.

Based on Americana Partners's 13F filing for Q1 2022, filed 6 May 2022.