First Allied Advisory Services’s Block Inc XYZ Stock Holding History

First Allied Advisory Services’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	$2.44M	Sell	15,035 -4,325	-22%	-$611K	0.08%	248
2020 Q2	$2.03M	Sell	19,360 -7,788	-29%	-$596K	0.08%	268
2020 Q1	$1.42M	Buy	27,148 +5,454	+25%	+$373K	0.06%	316
2019 Q4	$1.37M	Sell	21,694 -1,964	-8%	-$126K	0.05%	385
2019 Q3	$1.46M	Buy	23,658 +3,008	+15%	+$204K	0.05%	371
2019 Q2	$1.5M	Buy	20,650 +5,029	+32%	+$351K	0.05%	366
2019 Q1	$1.16M	Sell	15,621 -3,431	-18%	-$249K	0.04%	421
2018 Q4	$1.07M	Buy	19,052 +11,749	+161%	+$830K	0.04%	404
2018 Q3	$729K	Sell	7,303 -353	-5%	-$27.2K	0.03%	577
2018 Q2	$467K	Sell	7,656 -5,251	-41%	-$289K	0.02%	702
2018 Q1	$623K	Sell	12,907 -19,047	-60%	-$874K	0.02%	593
2017 Q4	$1.09M	Sell	31,954 -329	-1%	-$12K	0.04%	424
2017 Q3	$940K	Buy	+32,283	New	+$845K	0.04%	434

Other funds holding XYZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

First Allied Advisory Services's XYZ Position: Q3 2020 in Review

First Allied Advisory Services reduced its Block Inc (XYZ) stake by 22% in Q3 2020, selling an estimated $611K and leaving 15,035 shares worth $2.44M. The position accounts for 0.08% of the portfolio, ranked #248.

First Allied Advisory Services first reported a position in XYZ in Q3 2017 and has held it in 13 quarters since. 997 funds tracked by Wall St. Rank hold XYZ as of Q3 2020.

First Allied Advisory Services held 15,035 shares of Block Inc worth $2.44M as of Q3 2020.
First Allied Advisory Services sold 4,325 Block Inc shares in Q3 2020, an estimated $611K.
Block Inc made up 0.08% of First Allied Advisory Services's portfolio in Q3 2020, its #248 holding.
First Allied Advisory Services first reported a position in Block Inc in Q3 2017 and has held it in 13 quarters since.
997 funds tracked by Wall St. Rank held Block Inc as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.