Boltwood Capital Management’s Block Inc XYZ Stock Holding History

Boltwood Capital 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 Q4	–	Sell	-1,000	Closed	-$240K	–	158
2021 Q3	$240K	Buy	+1,000	New	+$257K	0.1%	143

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Boltwood Capital Management's XYZ Position: Q4 2021 in Review

Boltwood Capital Management sold out of Block Inc (XYZ) in Q4 2021, closing a stake of 1,000 shares — an estimated $240K sold.

Boltwood Capital Management first reported a position in XYZ in Q3 2021 and held it in 1 quarter. The position peaked at $240K in Q3 2021. 1,365 funds tracked by Wall St. Rank hold XYZ as of Q4 2021.

Boltwood Capital Management reported no remaining Block Inc position as of Q4 2021 after selling out during the quarter.
Boltwood Capital Management sold 1,000 Block Inc shares in Q4 2021, an estimated $240K.
Boltwood Capital Management first reported a position in Block Inc in Q3 2021 and held it in 1 quarter.
Boltwood Capital Management's Block Inc position peaked at $240K in Q3 2021.
1,365 funds tracked by Wall St. Rank held Block Inc as of Q4 2021.

Based on Boltwood Capital Management's 13F filing for Q4 2021, filed 10 Jan 2022.