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Avalon Investment & Advisory’s Block Inc XYZ Stock Holding History

Avalon Investment & Advisory’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
-1,200
Closed -$261K – 372
2020
Q4 		$261K Sell
1,200
-86
-7% -$16.8K 0.01% 318
2020
Q3 		$209K Buy
+1,286
New +$182K ﹤0.01% 314

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
Fidelity Investments
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
Jennison Associates New York $167B AUM 44.17% 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 $3.38T AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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

Avalon Investment & Advisory's XYZ Position: Q1 2021 in Review

Avalon Investment & Advisory sold out of Block Inc (XYZ) in Q1 2021, closing a stake of 1,200 shares — an estimated $261K sold.

Avalon Investment & Advisory first reported a position in XYZ in Q3 2020 and held it in 2 quarters. The position peaked at $261K in Q4 2020. 1,299 funds tracked by Wall St. Rank hold XYZ as of Q1 2021.

  • Avalon Investment & Advisory reported no remaining Block Inc position as of Q1 2021 after selling out during the quarter.
  • Avalon Investment & Advisory sold 1,200 Block Inc shares in Q1 2021, an estimated $261K.
  • Avalon Investment & Advisory first reported a position in Block Inc in Q3 2020 and held it in 2 quarters.
  • Avalon Investment & Advisory's Block Inc position peaked at $261K in Q4 2020.
  • 1,299 funds tracked by Wall St. Rank held Block Inc as of Q1 2021.

Based on Avalon Investment & Advisory's 13F filing for Q1 2021, filed 13 May 2021.