APW
XYZ

Aurora Private Wealth’s Block Inc XYZ Stock Holding History

Aurora Private Wealth’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 		– Sell
-1,711
Closed -$417K – 240
2021
Q2 		$417K Buy
1,711
+290
+20% +$67.3K 0.17% 121
2021
Q1 		$323K Sell
1,421
-1,492
-51% -$349K 0.13% 145
2020
Q4 		$634K Buy
2,913
+945
+48% +$184K 0.27% 83
2020
Q3 		$320K Sell
1,968
-202
-9% -$28.5K 0.14% 137
2020
Q2 		$228K Sell
2,170
-3,394
-61% -$260K 0.1% 145
2020
Q1 		$291K Buy
+5,564
New +$381K 0.1% 173

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Aurora Private Wealth's XYZ Position: Q3 2021 in Review

Aurora Private Wealth sold out of Block Inc (XYZ) in Q3 2021, closing a stake of 1,711 shares — an estimated $417K sold.

Aurora Private Wealth first reported a position in XYZ in Q1 2020 and held it in 6 quarters. The position peaked at $634K in Q4 2020. 1,378 funds tracked by Wall St. Rank hold XYZ as of Q3 2021.

  • Aurora Private Wealth reported no remaining Block Inc position as of Q3 2021 after selling out during the quarter.
  • Aurora Private Wealth sold 1,711 Block Inc shares in Q3 2021, an estimated $417K.
  • Aurora Private Wealth first reported a position in Block Inc in Q1 2020 and held it in 6 quarters.
  • Aurora Private Wealth's Block Inc position peaked at $634K in Q4 2020.
  • 1,378 funds tracked by Wall St. Rank held Block Inc as of Q3 2021.

Based on Aurora Private Wealth's 13F filing for Q3 2021, filed 8 Nov 2021.