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Buckingham Strategic Wealth’s Block Inc XYZ Stock Holding History

Buckingham Strategic Wealth’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
-1,024
Closed -$246K – 633
2021
Q3 		$246K Buy
1,024
+157
+18% +$40.3K 0.01% 513
2021
Q2 		$211K Sell
867
-191
-18% -$44.3K 0.01% 557
2021
Q1 		$240K Buy
+1,058
New +$247K 0.01% 478
2020
Q2 		– Sell
-3,887
Closed -$204K – 488
2020
Q1 		$204K Buy
3,887
+297
+8% +$20.3K 0.02% 423
2019
Q4 		$225K Buy
+3,590
New +$229K 0.02% 416
2019
Q3 		– Sell
-3,245
Closed -$235K – 457
2019
Q2 		$235K Buy
3,245
+135
+4% +$9.43K 0.03% 388
2019
Q1 		$233K Buy
+3,110
New +$225K 0.03% 357
2018
Q4 		– Sell
-3,054
Closed -$302K – 391
2018
Q3 		$302K Buy
+3,054
New +$236K 0.05% 270

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Buckingham Strategic Wealth's XYZ Position: Q4 2021 in Review

Buckingham Strategic Wealth sold out of Block Inc (XYZ) in Q4 2021, closing a stake of 1,024 shares — an estimated $246K sold.

Buckingham Strategic Wealth first reported a position in XYZ in Q3 2018 and held it in 8 quarters. The position peaked at $302K in Q3 2018. 1,365 funds tracked by Wall St. Rank hold XYZ as of Q4 2021.

  • Buckingham Strategic Wealth reported no remaining Block Inc position as of Q4 2021 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 1,024 Block Inc shares in Q4 2021, an estimated $246K.
  • Buckingham Strategic Wealth first reported a position in Block Inc in Q3 2018 and held it in 8 quarters.
  • Buckingham Strategic Wealth's Block Inc position peaked at $302K in Q3 2018.
  • 1,365 funds tracked by Wall St. Rank held Block Inc as of Q4 2021.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2021, filed 9 Feb 2022.