BHK Investment Advisors’s Block Inc XYZ Stock Holding History

BHK 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	–	Sell	-1,016	Closed	-$221K	–	67
2021 Q1	$221K	Buy	+1,016	New	+$238K	0.1%	62

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

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

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

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

BHK Investment Advisors's XYZ Position: Q2 2021 in Review

BHK Investment Advisors sold out of Block Inc (XYZ) in Q2 2021, closing a stake of 1,016 shares — an estimated $221K sold.

BHK Investment Advisors first reported a position in XYZ in Q1 2021 and held it in 1 quarter. The position peaked at $221K in Q1 2021. 1,350 funds tracked by Wall St. Rank hold XYZ as of Q2 2021.

BHK Investment Advisors reported no remaining Block Inc position as of Q2 2021 after selling out during the quarter.
BHK Investment Advisors sold 1,016 Block Inc shares in Q2 2021, an estimated $221K.
BHK Investment Advisors first reported a position in Block Inc in Q1 2021 and held it in 1 quarter.
BHK Investment Advisors's Block Inc position peaked at $221K in Q1 2021.
1,350 funds tracked by Wall St. Rank held Block Inc as of Q2 2021.

Based on BHK Investment Advisors's 13F filing for Q2 2021, filed 3 Aug 2021.