AIC
XYZ

Ameritas Investment Company’s Block Inc XYZ Stock Holding History

Ameritas Investment Company’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
Q3 		$824K Buy
3,436
+886
+35% +$228K 0.04% 306
2021
Q2 		$877K Buy
2,550
+1,431
+128% +$332K 0.04% 302
2021
Q1 		$254K Sell
1,119
-1,785
-61% -$418K 0.02% 510
2020
Q4 		$630K Sell
2,904
-5,339
-65% -$1.04M 0.12% 188
2020
Q3 		$865K Hold
8,243
– – 0.27% 101
2020
Q2 		$865K Buy
8,243
+4,988
+153% +$382K 0.25% 105
2020
Q1 		$168K Buy
3,255
+721
+28% +$49.3K 0.03% 380
2019
Q4 		$159K Sell
2,534
-79
-3% -$5.05K 0.03% 372
2019
Q3 		$162K Buy
+2,613
New +$177K 0.03% 371
2019
Q2 		– Sell
-100
Closed -$7K – 913
2019
Q1 		$7K Buy
+100
New +$7.25K ﹤0.01% 716

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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Ameritas Investment Company's XYZ Position: Q3 2021 in Review

Ameritas Investment Company increased its Block Inc (XYZ) stake by 35% in Q3 2021, buying an estimated $228K and bringing the position to 3,436 shares worth $824K. The position accounts for 0.04% of the portfolio, ranked #306.

Ameritas Investment Company first reported a position in XYZ in Q1 2019 and has held it in 10 quarters since. The position peaked at $877K in Q2 2021. 1,378 funds tracked by Wall St. Rank hold XYZ as of Q3 2021.

  • Ameritas Investment Company held 3,436 shares of Block Inc worth $824K as of Q3 2021.
  • Ameritas Investment Company bought 886 Block Inc shares in Q3 2021, an estimated $228K.
  • Block Inc made up 0.04% of Ameritas Investment Company's portfolio in Q3 2021, its #306 holding.
  • Ameritas Investment Company first reported a position in Block Inc in Q1 2019 and has held it in 10 quarters since.
  • Ameritas Investment Company's Block Inc position peaked at $877K in Q2 2021.
  • 1,378 funds tracked by Wall St. Rank held Block Inc as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.