BKS Advisors’s Block Inc XYZ Stock Holding History

BKS 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
2019 Q1	$210K	Buy	+2,809	New	+$204K	0.08%	196

Other funds holding XYZ

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

BKS Advisors's XYZ Position: Q1 2019 in Review

BKS Advisors opened a new position in Block Inc (XYZ) in Q1 2019: 2,809 shares worth $210K. The stake represents 0.08% of the portfolio and ranks #196 among its holdings.

757 funds tracked by Wall St. Rank hold XYZ as of Q1 2019.

BKS Advisors held 2,809 shares of Block Inc worth $210K as of Q1 2019.
Block Inc was a new BKS Advisors position in Q1 2019.
Block Inc made up 0.08% of BKS Advisors's portfolio in Q1 2019, its #196 holding.
757 funds tracked by Wall St. Rank held Block Inc as of Q1 2019.

Based on BKS Advisors's 13F filing for Q1 2019, filed 16 Apr 2019.