BLB&B Advisors’s Block Inc XYZ Stock Holding History

BLB&B 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 Q4	–	Sell	-1,060	Closed	-$254K	–	274
2021 Q3	$254K	Buy	+1,060	New	+$272K	0.02%	243
2021 Q1	–	Sell	-1,594	Closed	-$347K	–	274
2020 Q4	$347K	Buy	+1,594	New	+$311K	0.03%	203

Other funds holding XYZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

BLB&B Advisors's XYZ Position: Q4 2021 in Review

BLB&B Advisors sold out of Block Inc (XYZ) in Q4 2021, closing a stake of 1,060 shares — an estimated $254K sold.

BLB&B Advisors first reported a position in XYZ in Q4 2020 and held it in 2 quarters. The position peaked at $347K in Q4 2020. 1,364 funds tracked by Wall St. Rank hold XYZ as of Q4 2021.

BLB&B Advisors reported no remaining Block Inc position as of Q4 2021 after selling out during the quarter.
BLB&B Advisors sold 1,060 Block Inc shares in Q4 2021, an estimated $254K.
BLB&B Advisors first reported a position in Block Inc in Q4 2020 and held it in 2 quarters.
BLB&B Advisors's Block Inc position peaked at $347K in Q4 2020.
1,364 funds tracked by Wall St. Rank held Block Inc as of Q4 2021.

Based on BLB&B Advisors's 13F filing for Q4 2021, filed 21 Jan 2022.