FA
XYZ

FCG Advisors’s Block Inc XYZ Stock Holding History

FCG 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
2020
Q3 		$680K Sell
4,183
-177
-4% -$25K 0.16% 79
2020
Q2 		$458K Buy
4,360
+100
+2% +$7.66K 0.12% 85
2020
Q1 		$223K Sell
4,260
-80
-2% -$5.47K 0.06% 140
2019
Q4 		$272K Buy
4,340
+40
+0.9% +$2.56K 0.08% 136
2019
Q3 		$266K Hold
4,300
– – 0.08% 126
2019
Q2 		$312K Hold
4,300
– – 0.1% 110
2019
Q1 		$322K Sell
4,300
-3
-0.1% -$217 0.11% 102
2018
Q4 		$241K Sell
4,303
-47
-1% -$3.32K 0.09% 118
2018
Q3 		$431K Hold
4,350
– – 0.15% 80
2018
Q2 		$268K Buy
+4,350
New +$239K 0.1% 112

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

FCG Advisors's XYZ Position: Q3 2020 in Review

FCG Advisors reduced its Block Inc (XYZ) stake by 4.1% in Q3 2020, selling an estimated $25K and leaving 4,183 shares worth $680K. The position accounts for 0.16% of the portfolio, ranked #79.

FCG Advisors first reported a position in XYZ in Q2 2018 and has held it in 10 quarters since. 996 funds tracked by Wall St. Rank hold XYZ as of Q3 2020.

  • FCG Advisors held 4,183 shares of Block Inc worth $680K as of Q3 2020.
  • FCG Advisors sold 177 Block Inc shares in Q3 2020, an estimated $25K.
  • Block Inc made up 0.16% of FCG Advisors's portfolio in Q3 2020, its #79 holding.
  • FCG Advisors first reported a position in Block Inc in Q2 2018 and has held it in 10 quarters since.
  • 996 funds tracked by Wall St. Rank held Block Inc as of Q3 2020.

Based on FCG Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.