FWM
XYZ

Filbrandt Wealth Management’s Block Inc XYZ Stock Holding History

Filbrandt Wealth Management’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
-60
Closed -$6K – 366
2020
Q2 		$6K Buy
60
+20
+50% +$1.53K ﹤0.01% 260
2020
Q1 		$2K Buy
+40
New +$2.74K ﹤0.01% 189

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

Filbrandt Wealth Management's XYZ Position: Q3 2020 in Review

Filbrandt Wealth Management sold out of Block Inc (XYZ) in Q3 2020, closing a stake of 60 shares — an estimated $6K sold.

Filbrandt Wealth Management first reported a position in XYZ in Q1 2020 and held it in 2 quarters. The position peaked at $6K in Q2 2020. 996 funds tracked by Wall St. Rank hold XYZ as of Q3 2020.

  • Filbrandt Wealth Management reported no remaining Block Inc position as of Q3 2020 after selling out during the quarter.
  • Filbrandt Wealth Management sold 60 Block Inc shares in Q3 2020, an estimated $6K.
  • Filbrandt Wealth Management first reported a position in Block Inc in Q1 2020 and held it in 2 quarters.
  • Filbrandt Wealth Management's Block Inc position peaked at $6K in Q2 2020.
  • 996 funds tracked by Wall St. Rank held Block Inc as of Q3 2020.

Based on Filbrandt Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.