FPA
XYZ

First Pacific Advisors’s Block Inc XYZ Stock Holding History

First Pacific 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
Q4 		– Sell
-790
Closed -$189K – 217
2021
Q3 		$189K Hold
790
– – ﹤0.01% 165
2021
Q2 		$193K Buy
790
+255
+48% +$59.1K ﹤0.01% 161
2021
Q1 		$121K Buy
535
+172
+47% +$40.2K ﹤0.01% 113
2020
Q4 		$79K Buy
+363
New +$70.8K ﹤0.01% 159

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
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

First Pacific Advisors's XYZ Position: Q4 2021 in Review

First Pacific Advisors sold out of Block Inc (XYZ) in Q4 2021, closing a stake of 790 shares — an estimated $189K sold.

First Pacific Advisors first reported a position in XYZ in Q4 2020 and held it in 4 quarters. The position peaked at $193K in Q2 2021. 1,364 funds tracked by Wall St. Rank hold XYZ as of Q4 2021.

  • First Pacific Advisors reported no remaining Block Inc position as of Q4 2021 after selling out during the quarter.
  • First Pacific Advisors sold 790 Block Inc shares in Q4 2021, an estimated $189K.
  • First Pacific Advisors first reported a position in Block Inc in Q4 2020 and held it in 4 quarters.
  • First Pacific Advisors's Block Inc position peaked at $193K in Q2 2021.
  • 1,364 funds tracked by Wall St. Rank held Block Inc as of Q4 2021.

Based on First Pacific Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.