BCA
XYZ

Berman Capital Advisors’s Block Inc XYZ Stock Holding History

Berman Capital 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
Q3 		$953K Buy
3,980
+954
+32% +$245K 0.15% 77
2021
Q2 		$735K Buy
3,026
+142
+5% +$32.9K 0.12% 87
2021
Q1 		$654K Buy
2,884
+1,790
+164% +$419K 0.14% 80
2020
Q4 		$237K Buy
1,094
+234
+27% +$45.6K 0.06% 143
2020
Q3 		$139K Buy
860
+113
+15% +$16K 0.04% 186
2020
Q2 		$77K Buy
747
+476
+176% +$36.4K 0.02% 261
2020
Q1 		$13K Sell
271
-147
-35% -$10.1K ﹤0.01% 613
2019
Q4 		$26K Buy
418
+41
+11% +$2.62K 0.01% 466
2019
Q3 		$23K Buy
377
+44
+13% +$2.99K 0.01% 478
2019
Q2 		$24K Sell
333
-140
-30% -$9.78K 0.01% 468
2019
Q1 		$35K Buy
473
+310
+190% +$22.5K 0.01% 340
2018
Q4 		$9K Buy
+163
New +$11.5K ﹤0.01% 539

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Berman Capital Advisors's XYZ Position: Q3 2021 in Review

Berman Capital Advisors increased its Block Inc (XYZ) stake by 32% in Q3 2021, buying an estimated $245K and bringing the position to 3,980 shares worth $953K. The position accounts for 0.15% of the portfolio, ranked #77.

Berman Capital Advisors first reported a position in XYZ in Q4 2018 and has held it in 12 quarters since. 1,378 funds tracked by Wall St. Rank hold XYZ as of Q3 2021.

  • Berman Capital Advisors held 3,980 shares of Block Inc worth $953K as of Q3 2021.
  • Berman Capital Advisors bought 954 Block Inc shares in Q3 2021, an estimated $245K.
  • Block Inc made up 0.15% of Berman Capital Advisors's portfolio in Q3 2021, its #77 holding.
  • Berman Capital Advisors first reported a position in Block Inc in Q4 2018 and has held it in 12 quarters since.
  • 1,378 funds tracked by Wall St. Rank held Block Inc as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.