CFM
XYZ

Comprehensive Financial Management’s Block Inc XYZ Stock Holding History

Comprehensive Financial 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
-41,201
Closed -$1.01M – 57
2021
Q3 		$1.01M Buy
+41,201
New +$10.6M 0.01% 34

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Comprehensive Financial Management's XYZ Position: Q4 2021 in Review

Comprehensive Financial Management sold out of Block Inc (XYZ) in Q4 2021, closing a stake of 41,201 shares — an estimated $1.01M sold.

Comprehensive Financial Management first reported a position in XYZ in Q3 2021 and held it in 1 quarter. The position peaked at $1.01M in Q3 2021. 1,364 funds tracked by Wall St. Rank hold XYZ as of Q4 2021.

  • Comprehensive Financial Management reported no remaining Block Inc position as of Q4 2021 after selling out during the quarter.
  • Comprehensive Financial Management sold 41,201 Block Inc shares in Q4 2021, an estimated $1.01M.
  • Comprehensive Financial Management first reported a position in Block Inc in Q3 2021 and held it in 1 quarter.
  • Comprehensive Financial Management's Block Inc position peaked at $1.01M in Q3 2021.
  • 1,364 funds tracked by Wall St. Rank held Block Inc as of Q4 2021.

Based on Comprehensive Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.