CFA
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Camarda Financial Advisors’s Block Inc XYZ Stock Holding History

Camarda Financial Advisors’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
Q2 		– Sell
-1,195
Closed -$271K – 99
2021
Q1 		$271K Buy
+1,195
New +$280K 0.19% 80

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
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Camarda Financial Advisors's XYZ Position: Q2 2021 in Review

Camarda Financial Advisors sold out of Block Inc (XYZ) in Q2 2021, closing a stake of 1,195 shares — an estimated $271K sold.

Camarda Financial Advisors first reported a position in XYZ in Q1 2021 and held it in 1 quarter. The position peaked at $271K in Q1 2021. 1,352 funds tracked by Wall St. Rank hold XYZ as of Q2 2021.

  • Camarda Financial Advisors reported no remaining Block Inc position as of Q2 2021 after selling out during the quarter.
  • Camarda Financial Advisors sold 1,195 Block Inc shares in Q2 2021, an estimated $271K.
  • Camarda Financial Advisors first reported a position in Block Inc in Q1 2021 and held it in 1 quarter.
  • Camarda Financial Advisors's Block Inc position peaked at $271K in Q1 2021.
  • 1,352 funds tracked by Wall St. Rank held Block Inc as of Q2 2021.

Based on Camarda Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.