Braun-Bostich & Associates’s Block Inc XYZ Stock Holding History

Braun-Bostich & Associates’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 Q4	–	Sell	-548	Closed	-$89K	–	235
2020 Q3	$89K	Buy	+548	New	+$77.4K	0.09%	128

Other funds holding XYZ

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

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

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

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Braun-Bostich & Associates's XYZ Position: Q4 2020 in Review

Braun-Bostich & Associates sold out of Block Inc (XYZ) in Q4 2020, closing a stake of 548 shares — an estimated $89K sold.

Braun-Bostich & Associates first reported a position in XYZ in Q3 2020 and held it in 1 quarter. The position peaked at $89K in Q3 2020. 1,241 funds tracked by Wall St. Rank hold XYZ as of Q4 2020.

Braun-Bostich & Associates reported no remaining Block Inc position as of Q4 2020 after selling out during the quarter.
Braun-Bostich & Associates sold 548 Block Inc shares in Q4 2020, an estimated $89K.
Braun-Bostich & Associates first reported a position in Block Inc in Q3 2020 and held it in 1 quarter.
Braun-Bostich & Associates's Block Inc position peaked at $89K in Q3 2020.
1,241 funds tracked by Wall St. Rank held Block Inc as of Q4 2020.

Based on Braun-Bostich & Associates's 13F filing for Q4 2020, filed 16 Feb 2021.