BAIA
XYZ

Bel Air Investment Advisors’s Block Inc XYZ Stock Holding History

Bel Air Investment 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
Q2 		$808K Buy
3,313
+540
+19% +$125K 0.02% 199
2021
Q1 		$630K Buy
+2,773
New +$649K 0.02% 245

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Bel Air Investment Advisors's XYZ Position: Q2 2021 in Review

Bel Air Investment Advisors increased its Block Inc (XYZ) stake by 19% in Q2 2021, buying an estimated $125K and bringing the position to 3,313 shares worth $808K. The position accounts for 0.02% of the portfolio, ranked #199.

Bel Air Investment Advisors first reported a position in XYZ in Q1 2021 and has held it in 2 quarters since. 1,350 funds tracked by Wall St. Rank hold XYZ as of Q2 2021.

  • Bel Air Investment Advisors held 3,313 shares of Block Inc worth $808K as of Q2 2021.
  • Bel Air Investment Advisors bought 540 Block Inc shares in Q2 2021, an estimated $125K.
  • Block Inc made up 0.02% of Bel Air Investment Advisors's portfolio in Q2 2021, its #199 holding.
  • Bel Air Investment Advisors first reported a position in Block Inc in Q1 2021 and has held it in 2 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Block Inc as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.