Clear Perspective Advisors’s Block Inc XYZ Stock Holding History

Clear Perspective 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 Q4	$393K	Sell	2,434 -148	-6%	-$32.1K	0.12%	115
2021 Q3	$619K	Sell	2,582 -74	-3%	-$19K	0.21%	78
2021 Q2	$648K	Sell	2,656 -290	-10%	-$67.3K	0.22%	77
2021 Q1	$669K	Buy	2,946 +137	+5%	+$32K	0.26%	72
2020 Q4	$611K	Sell	2,809 -23	-0.8%	-$4.49K	0.25%	75
2020 Q3	$2.22K	Buy	2,832 +46	+2%	+$6.5K	1.04%	19
2020 Q2	$292K	Buy	+2,786	New	+$213K	0.16%	97
2018 Q3	–	Sell	-500	Closed	-$31K	–	459
2018 Q2	$31K	Hold	500	–	–	0.02%	283
2018 Q1	$25K	Buy	+500	New	+$22.9K	0.02%	291

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

Clear Perspective Advisors's XYZ Position: Q4 2021 in Review

Clear Perspective Advisors reduced its Block Inc (XYZ) stake by 5.7% in Q4 2021, selling an estimated $32.1K and leaving 2,434 shares worth $393K. The position accounts for 0.12% of the portfolio, ranked #115.

Clear Perspective Advisors first reported a position in XYZ in Q1 2018 and has held it in 9 quarters since. The position peaked at $669K in Q1 2021. 1,365 funds tracked by Wall St. Rank hold XYZ as of Q4 2021.

Clear Perspective Advisors held 2,434 shares of Block Inc worth $393K as of Q4 2021.
Clear Perspective Advisors sold 148 Block Inc shares in Q4 2021, an estimated $32.1K.
Block Inc made up 0.12% of Clear Perspective Advisors's portfolio in Q4 2021, its #115 holding.
Clear Perspective Advisors first reported a position in Block Inc in Q1 2018 and has held it in 9 quarters since.
Clear Perspective Advisors's Block Inc position peaked at $669K in Q1 2021.
1,365 funds tracked by Wall St. Rank held Block Inc as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.