Financial Engines Advisors
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Financial Engines Advisors’s Block Inc XYZ Stock Holding History

Financial Engines 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
Q3 		– Sell
-15,323
Closed -$3.74M – 288
2021
Q2 		$3.74M Sell
15,323
-48
-0.3% -$11.1K 0.01% 65
2021
Q1 		$3.49M Sell
15,371
-4,983
-24% -$1.17M 0.01% 78
2020
Q4 		$4.43M Sell
20,354
-98
-0.5% -$19.1K 0.02% 73
2020
Q3 		$3.32M Sell
20,452
-497
-2% -$70.2K 0.01% 77
2020
Q2 		$2.2M Buy
+20,949
New +$1.6M 0.01% 77

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Financial Engines Advisors's XYZ Position: Q3 2021 in Review

Financial Engines Advisors sold out of Block Inc (XYZ) in Q3 2021, closing a stake of 15,323 shares — an estimated $3.74M sold.

Financial Engines Advisors first reported a position in XYZ in Q2 2020 and held it in 5 quarters. The position peaked at $4.43M in Q4 2020. 1,379 funds tracked by Wall St. Rank hold XYZ as of Q3 2021.

  • Financial Engines Advisors reported no remaining Block Inc position as of Q3 2021 after selling out during the quarter.
  • Financial Engines Advisors sold 15,323 Block Inc shares in Q3 2021, an estimated $3.74M.
  • Financial Engines Advisors first reported a position in Block Inc in Q2 2020 and held it in 5 quarters.
  • Financial Engines Advisors's Block Inc position peaked at $4.43M in Q4 2020.
  • 1,379 funds tracked by Wall St. Rank held Block Inc as of Q3 2021.

Based on Financial Engines Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.