Cabot Wealth Management’s Block Inc XYZ Stock Holding History

Cabot Wealth 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	-4,752	Closed	-$1.14M	–	173
2021 Q3	$1.14M	Buy	+4,752	New	+$1.22M	0.15%	94

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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

Goldman Sachs New York $871B AUM 31.28% 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 $175B AUM 40.63% 1-Year Est. Return

Cabot Wealth Management's XYZ Position: Q4 2021 in Review

Cabot Wealth Management sold out of Block Inc (XYZ) in Q4 2021, closing a stake of 4,752 shares — an estimated $1.14M sold.

Cabot Wealth Management first reported a position in XYZ in Q3 2021 and held it in 1 quarter. The position peaked at $1.14M in Q3 2021. 1,365 funds tracked by Wall St. Rank hold XYZ as of Q4 2021.

Cabot Wealth Management reported no remaining Block Inc position as of Q4 2021 after selling out during the quarter.
Cabot Wealth Management sold 4,752 Block Inc shares in Q4 2021, an estimated $1.14M.
Cabot Wealth Management first reported a position in Block Inc in Q3 2021 and held it in 1 quarter.
Cabot Wealth Management's Block Inc position peaked at $1.14M in Q3 2021.
1,365 funds tracked by Wall St. Rank held Block Inc as of Q4 2021.

Based on Cabot Wealth Management's 13F filing for Q4 2021, filed 26 Jan 2022.