Certified Advisory Corp’s Block Inc XYZ Stock Holding History

Certified Advisory Corp’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	-607	Closed	-$138K	–	763
2021 Q1	$138K	Buy	+607	New	+$142K	0.04%	220
2020 Q2	$77K	Buy	732 +150	+26%	+$11.5K	0.03%	248
2020 Q1	$30K	Buy	582 +200	+52%	+$13.7K	0.01%	351
2019 Q4	$24K	Hold	382	–	–	0.01%	449
2019 Q3	$24K	Hold	382	–	–	0.01%	455
2019 Q2	$28K	Hold	382	–	–	0.01%	424
2019 Q1	$29K	Hold	382	–	–	0.01%	383
2018 Q4	$21K	Hold	382	–	–	0.01%	426
2018 Q3	$38K	Hold	382	–	–	0.02%	328
2018 Q2	$24K	Hold	382	–	–	0.01%	396
2018 Q1	$18K	Hold	382	–	–	0.01%	434
2017 Q4	$13K	Buy	+382	New	+$14K	0.01%	440

Other funds holding XYZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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 Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

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

Certified Advisory Corp's XYZ Position: Q2 2021 in Review

Certified Advisory Corp sold out of Block Inc (XYZ) in Q2 2021, closing a stake of 607 shares — an estimated $138K sold.

Certified Advisory Corp first reported a position in XYZ in Q4 2017 and held it in 12 quarters. The position peaked at $138K in Q1 2021. 1,352 funds tracked by Wall St. Rank hold XYZ as of Q2 2021.

Certified Advisory Corp reported no remaining Block Inc position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 607 Block Inc shares in Q2 2021, an estimated $138K.
Certified Advisory Corp first reported a position in Block Inc in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's Block Inc position peaked at $138K in Q1 2021.
1,352 funds tracked by Wall St. Rank held Block Inc as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.