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Capstone Financial Group’s Block Inc XYZ Stock Holding History

Capstone Financial Group’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
Q3 		$46K Sell
260
-140
-35% -$19.8K 0.04% 132
2020
Q2 		$50K Buy
+400
New +$30.6K 0.04% 122

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
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Capstone Financial Group's XYZ Position: Q3 2020 in Review

Capstone Financial Group reduced its Block Inc (XYZ) stake by 35% in Q3 2020, selling an estimated $19.8K and leaving 260 shares worth $46K. The position accounts for 0.04% of the portfolio, ranked #132.

Capstone Financial Group first reported a position in XYZ in Q2 2020 and has held it in 2 quarters since. The position peaked at $50K in Q2 2020. 998 funds tracked by Wall St. Rank hold XYZ as of Q3 2020.

  • Capstone Financial Group held 260 shares of Block Inc worth $46K as of Q3 2020.
  • Capstone Financial Group sold 140 Block Inc shares in Q3 2020, an estimated $19.8K.
  • Block Inc made up 0.04% of Capstone Financial Group's portfolio in Q3 2020, its #132 holding.
  • Capstone Financial Group first reported a position in Block Inc in Q2 2020 and has held it in 2 quarters since.
  • Capstone Financial Group's Block Inc position peaked at $50K in Q2 2020.
  • 998 funds tracked by Wall St. Rank held Block Inc as of Q3 2020.

Based on Capstone Financial Group's 13F filing for Q3 2020, filed 9 Oct 2020.