Cordasco Financial Network’s Block Inc XYZ Stock Holding History

Cordasco Financial Network’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	-15	Closed	-$4K	–	608
2021 Q3	$4K	Buy	+15	New	+$3.85K	﹤0.01%	494

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Cordasco Financial Network's XYZ Position: Q4 2021 in Review

Cordasco Financial Network sold out of Block Inc (XYZ) in Q4 2021, closing a stake of 15 shares — an estimated $4K sold.

Cordasco Financial Network first reported a position in XYZ in Q3 2021 and held it in 1 quarter. The position peaked at $4K in Q3 2021. 1,364 funds tracked by Wall St. Rank hold XYZ as of Q4 2021.

Cordasco Financial Network reported no remaining Block Inc position as of Q4 2021 after selling out during the quarter.
Cordasco Financial Network sold 15 Block Inc shares in Q4 2021, an estimated $4K.
Cordasco Financial Network first reported a position in Block Inc in Q3 2021 and held it in 1 quarter.
Cordasco Financial Network's Block Inc position peaked at $4K in Q3 2021.
1,364 funds tracked by Wall St. Rank held Block Inc as of Q4 2021.

Based on Cordasco Financial Network's 13F filing for Q4 2021, filed 24 Jan 2022.