DIA
XYZ

Dana Investment Advisors’s Block Inc XYZ Stock Holding History

Dana Investment 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
Q2 		– Sell
-7,707
Closed -$1.75M – 340
2021
Q1 		$1.75M Sell
7,707
-14,095
-65% -$3.3M 0.08% 156
2020
Q4 		$4.75M Buy
+21,802
New +$4.25M 0.24% 90
2020
Q1 		– Sell
-46,866
Closed -$2.93M – 327
2019
Q4 		$2.93M Sell
46,866
-591
-1% -$37.8K 0.14% 96
2019
Q3 		$2.94M Buy
47,457
+43,489
+1,096% +$2.95M 0.15% 92
2019
Q2 		$288K Sell
3,968
-798
-17% -$55.8K 0.01% 251
2019
Q1 		$357K Buy
+4,766
New +$345K 0.02% 238

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Dana Investment Advisors's XYZ Position: Q2 2021 in Review

Dana Investment Advisors sold out of Block Inc (XYZ) in Q2 2021, closing a stake of 7,707 shares — an estimated $1.75M sold.

Dana Investment Advisors first reported a position in XYZ in Q1 2019 and held it in 6 quarters. The position peaked at $4.75M in Q4 2020. 1,349 funds tracked by Wall St. Rank hold XYZ as of Q2 2021.

  • Dana Investment Advisors reported no remaining Block Inc position as of Q2 2021 after selling out during the quarter.
  • Dana Investment Advisors sold 7,707 Block Inc shares in Q2 2021, an estimated $1.75M.
  • Dana Investment Advisors first reported a position in Block Inc in Q1 2019 and held it in 6 quarters.
  • Dana Investment Advisors's Block Inc position peaked at $4.75M in Q4 2020.
  • 1,349 funds tracked by Wall St. Rank held Block Inc as of Q2 2021.

Based on Dana Investment Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.