CWM
XYZ

Cordatus Wealth Management’s Block Inc XYZ Stock Holding History

Cordatus Wealth 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
Q1 		$1.28M Buy
5,659
+348
+7% +$81.4K 0.49% 85
2020
Q4 		$1.16M Buy
5,311
+10
+0.2% +$1.95K 0.49% 77
2020
Q3 		$862K Sell
5,301
-4,006
-43% -$566K 0.41% 89
2020
Q2 		$977K Buy
+9,307
New +$713K 0.54% 67

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Cordatus Wealth Management's XYZ Position: Q1 2021 in Review

Cordatus Wealth Management increased its Block Inc (XYZ) stake by 6.6% in Q1 2021, buying an estimated $81.4K and bringing the position to 5,659 shares worth $1.28M. The position accounts for 0.49% of the portfolio, ranked #85.

Cordatus Wealth Management first reported a position in XYZ in Q2 2020 and has held it in 4 quarters since. 1,296 funds tracked by Wall St. Rank hold XYZ as of Q1 2021.

  • Cordatus Wealth Management held 5,659 shares of Block Inc worth $1.28M as of Q1 2021.
  • Cordatus Wealth Management bought 348 Block Inc shares in Q1 2021, an estimated $81.4K.
  • Block Inc made up 0.49% of Cordatus Wealth Management's portfolio in Q1 2021, its #85 holding.
  • Cordatus Wealth Management first reported a position in Block Inc in Q2 2020 and has held it in 4 quarters since.
  • 1,296 funds tracked by Wall St. Rank held Block Inc as of Q1 2021.

Based on Cordatus Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.