Bruderman Asset Management’s Block Inc XYZ Stock Holding History

Bruderman Asset 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
2019 Q2	–	Sell	-1,112	Closed	-$83K	–	597
2019 Q1	$83K	Hold	1,112	–	–	0.02%	216
2018 Q4	$62K	Buy	+1,112	New	+$78.5K	0.02%	218

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

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

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

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bruderman Asset Management's XYZ Position: Q2 2019 in Review

Bruderman Asset Management sold out of Block Inc (XYZ) in Q2 2019, closing a stake of 1,112 shares — an estimated $83K sold.

Bruderman Asset Management first reported a position in XYZ in Q4 2018 and held it in 2 quarters. The position peaked at $83K in Q1 2019. 754 funds tracked by Wall St. Rank hold XYZ as of Q2 2019.

Bruderman Asset Management reported no remaining Block Inc position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 1,112 Block Inc shares in Q2 2019, an estimated $83K.
Bruderman Asset Management first reported a position in Block Inc in Q4 2018 and held it in 2 quarters.
Bruderman Asset Management's Block Inc position peaked at $83K in Q1 2019.
754 funds tracked by Wall St. Rank held Block Inc as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.