Beck Bode LLC’s Block Inc XYZ Stock Holding History

Beck Bode LLC’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	-155	Closed	-$38K	–	326
2021 Q2	$38K	Buy	+155	New	+$36K	0.01%	149
2020 Q4	–	Sell	-175	Closed	-$28K	–	297
2020 Q3	$28K	Buy	+175	New	+$24.7K	0.01%	146

Other funds holding XYZ

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

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

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

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Beck Bode LLC's XYZ Position: Q3 2021 in Review

Beck Bode LLC sold out of Block Inc (XYZ) in Q3 2021, closing a stake of 155 shares — an estimated $38K sold.

Beck Bode LLC first reported a position in XYZ in Q3 2020 and held it in 2 quarters. The position peaked at $38K in Q2 2021. 1,378 funds tracked by Wall St. Rank hold XYZ as of Q3 2021.

Beck Bode LLC reported no remaining Block Inc position as of Q3 2021 after selling out during the quarter.
Beck Bode LLC sold 155 Block Inc shares in Q3 2021, an estimated $38K.
Beck Bode LLC first reported a position in Block Inc in Q3 2020 and held it in 2 quarters.
Beck Bode LLC's Block Inc position peaked at $38K in Q2 2021.
1,378 funds tracked by Wall St. Rank held Block Inc as of Q3 2021.

Based on Beck Bode LLC's 13F filing for Q3 2021, filed 22 Oct 2021.