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Birchcreek Wealth Management’s Block Inc XYZ Stock Holding History

Birchcreek Wealth 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
Q1 		– Sell
-94
Closed -$20K – 312
2020
Q4 		$20K Buy
+94
New +$18.3K 0.02% 309

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Birchcreek Wealth Management's XYZ Position: Q1 2021 in Review

Birchcreek Wealth Management sold out of Block Inc (XYZ) in Q1 2021, closing a stake of 94 shares — an estimated $20K sold.

Birchcreek Wealth Management first reported a position in XYZ in Q4 2020 and held it in 1 quarter. The position peaked at $20K in Q4 2020. 1,299 funds tracked by Wall St. Rank hold XYZ as of Q1 2021.

  • Birchcreek Wealth Management reported no remaining Block Inc position as of Q1 2021 after selling out during the quarter.
  • Birchcreek Wealth Management sold 94 Block Inc shares in Q1 2021, an estimated $20K.
  • Birchcreek Wealth Management first reported a position in Block Inc in Q4 2020 and held it in 1 quarter.
  • Birchcreek Wealth Management's Block Inc position peaked at $20K in Q4 2020.
  • 1,299 funds tracked by Wall St. Rank held Block Inc as of Q1 2021.

Based on Birchcreek Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.