Beck Capital Management’s Block Inc XYZ Stock Holding History

Beck Capital Management’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	-5,873	Closed	-$1.41M	–	154
2021 Q3	$1.41M	Buy	+5,873	New	+$1.51M	0.47%	78
2021 Q2	–	Sell	-8,041	Closed	-$1.83M	–	153
2021 Q1	$1.83M	Buy	+8,041	New	+$1.88M	0.69%	57
2020 Q1	–	Sell	-5,173	Closed	-$324K	–	119
2019 Q4	$324K	Buy	+5,173	New	+$331K	0.16%	85
2018 Q4	–	Sell	-25,450	Closed	-$2.52M	–	109
2018 Q3	$2.52M	Buy	+25,450	New	+$1.96M	1.08%	32

Other funds holding XYZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Beck Capital Management's XYZ Position: Q4 2021 in Review

Beck Capital Management sold out of Block Inc (XYZ) in Q4 2021, closing a stake of 5,873 shares — an estimated $1.41M sold.

Beck Capital Management first reported a position in XYZ in Q3 2018 and held it in 4 quarters. The position peaked at $2.52M in Q3 2018. 1,364 funds tracked by Wall St. Rank hold XYZ as of Q4 2021.

Beck Capital Management reported no remaining Block Inc position as of Q4 2021 after selling out during the quarter.
Beck Capital Management sold 5,873 Block Inc shares in Q4 2021, an estimated $1.41M.
Beck Capital Management first reported a position in Block Inc in Q3 2018 and held it in 4 quarters.
Beck Capital Management's Block Inc position peaked at $2.52M in Q3 2018.
1,364 funds tracked by Wall St. Rank held Block Inc as of Q4 2021.

Based on Beck Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.