BW
XYZ

Bison Wealth’s Block Inc XYZ Stock Holding History

Bison Wealth’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
2020
Q1 		– Sell
-3,285
Closed -$206K – 400
2019
Q4 		$206K Buy
+3,285
New +$210K 0.1% 227
2019
Q3 		– Sell
-2,795
Closed -$203K – 246
2019
Q2 		$203K Buy
2,795
+77
+3% +$5.38K 0.12% 215
2019
Q1 		$204K Buy
+2,718
New +$197K 0.13% 206
2018
Q4 		– Sell
-2,297
Closed -$227K – 236
2018
Q3 		$227K Buy
+2,297
New +$177K 0.15% 187

Other funds holding XYZ

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bison Wealth's XYZ Position: Q1 2020 in Review

Bison Wealth sold out of Block Inc (XYZ) in Q1 2020, closing a stake of 3,285 shares — an estimated $206K sold.

Bison Wealth first reported a position in XYZ in Q3 2018 and held it in 4 quarters. The position peaked at $227K in Q3 2018. 756 funds tracked by Wall St. Rank hold XYZ as of Q1 2020.

  • Bison Wealth reported no remaining Block Inc position as of Q1 2020 after selling out during the quarter.
  • Bison Wealth sold 3,285 Block Inc shares in Q1 2020, an estimated $206K.
  • Bison Wealth first reported a position in Block Inc in Q3 2018 and held it in 4 quarters.
  • Bison Wealth's Block Inc position peaked at $227K in Q3 2018.
  • 756 funds tracked by Wall St. Rank held Block Inc as of Q1 2020.

Based on Bison Wealth's 13F filing for Q1 2020, filed 4 May 2020.