DCF Advisers’s Block Inc XYZ Stock Holding History

DCF Advisers’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 Q2	–	Sell	-20,000	Closed	-$1.05M	–	82
2020 Q1	$1.05M	Buy	20,000 +15,000	+300%	+$1.03M	0.69%	30
2019 Q4	$313K	Buy	+5,000	New	+$320K	0.2%	62

Other funds holding XYZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

DCF Advisers's XYZ Position: Q2 2020 in Review

DCF Advisers sold out of Block Inc (XYZ) in Q2 2020, closing a stake of 20,000 shares — an estimated $1.05M sold.

DCF Advisers first reported a position in XYZ in Q4 2019 and held it in 2 quarters. The position peaked at $1.05M in Q1 2020. 865 funds tracked by Wall St. Rank hold XYZ as of Q2 2020.

DCF Advisers reported no remaining Block Inc position as of Q2 2020 after selling out during the quarter.
DCF Advisers sold 20,000 Block Inc shares in Q2 2020, an estimated $1.05M.
DCF Advisers first reported a position in Block Inc in Q4 2019 and held it in 2 quarters.
DCF Advisers's Block Inc position peaked at $1.05M in Q1 2020.
865 funds tracked by Wall St. Rank held Block Inc as of Q2 2020.

Based on DCF Advisers's 13F filing for Q2 2020, filed 13 Aug 2020.