CAW
XYZ

Cornerstone Advisors (Washington)’s Block Inc XYZ Stock Holding History

Cornerstone Advisors (Washington)’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
2020
Q3 		$394K Buy
2,424
+561
+30% +$79.2K 0.04% 57
2020
Q2 		$196K Buy
1,863
+318
+21% +$24.3K 0.02% 103
2020
Q1 		$81K Buy
1,545
+1,173
+315% +$80.2K 0.01% 158
2019
Q4 		$23K Buy
372
+168
+82% +$10.7K ﹤0.01% 333
2019
Q3 		$13K Buy
204
+23
+13% +$1.56K ﹤0.01% 387
2019
Q2 		$13K Buy
181
+52
+40% +$3.63K ﹤0.01% 728
2019
Q1 		$10K Buy
129
+77
+148% +$5.58K ﹤0.01% 725
2018
Q4 		$3K Sell
52
-65
-56% -$4.59K ﹤0.01% 855
2018
Q3 		$12K Buy
117
+86
+277% +$6.63K 0.01% 617
2018
Q2 		$2K Buy
+31
New +$1.71K ﹤0.01% 879

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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Cornerstone Advisors (Washington)'s XYZ Position: Q3 2020 in Review

Cornerstone Advisors (Washington) increased its Block Inc (XYZ) stake by 30% in Q3 2020, buying an estimated $79.2K and bringing the position to 2,424 shares worth $394K. The position accounts for 0.04% of the portfolio, ranked #57.

Cornerstone Advisors (Washington) first reported a position in XYZ in Q2 2018 and has held it in 10 quarters since. 997 funds tracked by Wall St. Rank hold XYZ as of Q3 2020.

  • Cornerstone Advisors (Washington) held 2,424 shares of Block Inc worth $394K as of Q3 2020.
  • Cornerstone Advisors (Washington) bought 561 Block Inc shares in Q3 2020, an estimated $79.2K.
  • Block Inc made up 0.04% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #57 holding.
  • Cornerstone Advisors (Washington) first reported a position in Block Inc in Q2 2018 and has held it in 10 quarters since.
  • 997 funds tracked by Wall St. Rank held Block Inc as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.