AA
XYZ

Apriem Advisors’s Block Inc XYZ Stock Holding History

Apriem 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
2021
Q4 		– Sell
-1,430
Closed -$343K – 153
2021
Q3 		$343K Sell
1,430
-403
-22% -$104K 0.05% 111
2021
Q2 		$447K Buy
1,833
+709
+63% +$164K 0.07% 95
2021
Q1 		$255K Sell
1,124
-1,311
-54% -$307K 0.04% 128
2020
Q4 		$530K Buy
+2,435
New +$475K 0.09% 73
2019
Q3 		– Sell
-2,775
Closed -$201K – 136
2019
Q2 		$201K Sell
2,775
-425
-13% -$29.7K 0.06% 126
2019
Q1 		$240K Buy
+3,200
New +$232K 0.06% 114
2018
Q4 		– Sell
-2,250
Closed -$223K – 147
2018
Q3 		$223K Buy
2,250
+1,450
+181% +$112K 0.05% 133
2018
Q2 		$49K Buy
+800
New +$44K 0.01% 248

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

Apriem Advisors's XYZ Position: Q4 2021 in Review

Apriem Advisors sold out of Block Inc (XYZ) in Q4 2021, closing a stake of 1,430 shares — an estimated $343K sold.

Apriem Advisors first reported a position in XYZ in Q2 2018 and held it in 8 quarters. The position peaked at $530K in Q4 2020. 1,364 funds tracked by Wall St. Rank hold XYZ as of Q4 2021.

  • Apriem Advisors reported no remaining Block Inc position as of Q4 2021 after selling out during the quarter.
  • Apriem Advisors sold 1,430 Block Inc shares in Q4 2021, an estimated $343K.
  • Apriem Advisors first reported a position in Block Inc in Q2 2018 and held it in 8 quarters.
  • Apriem Advisors's Block Inc position peaked at $530K in Q4 2020.
  • 1,364 funds tracked by Wall St. Rank held Block Inc as of Q4 2021.

Based on Apriem Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.