FMW
XYZ

Farr Miller & Washington’s Block Inc XYZ Stock Holding History

Farr Miller & 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 		– Sell
-3,500
Closed -$367K – 173
2020
Q2 		$367K Buy
+3,500
New +$268K 0.03% 120

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 $154B AUM 29.96% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Farr Miller & Washington's XYZ Position: Q3 2020 in Review

Farr Miller & Washington sold out of Block Inc (XYZ) in Q3 2020, closing a stake of 3,500 shares — an estimated $367K sold.

Farr Miller & Washington first reported a position in XYZ in Q2 2020 and held it in 1 quarter. The position peaked at $367K in Q2 2020. 996 funds tracked by Wall St. Rank hold XYZ as of Q3 2020.

  • Farr Miller & Washington reported no remaining Block Inc position as of Q3 2020 after selling out during the quarter.
  • Farr Miller & Washington sold 3,500 Block Inc shares in Q3 2020, an estimated $367K.
  • Farr Miller & Washington first reported a position in Block Inc in Q2 2020 and held it in 1 quarter.
  • Farr Miller & Washington's Block Inc position peaked at $367K in Q2 2020.
  • 996 funds tracked by Wall St. Rank held Block Inc as of Q3 2020.

Based on Farr Miller & Washington's 13F filing for Q3 2020, filed 13 Nov 2020.