FPW
XYZ icon

Flagship Private Wealth’s Block Inc XYZ Stock Holding History

Flagship Private Wealth’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
-27
Closed -$6.61K – 318
2021
Q2 		$6.61K Sell
27
-13
-33% -$3.02K 0.01% 259
2021
Q1 		$9.2K Hold
40
– – 0.01% 218
2020
Q4 		$8.1K Buy
+40
New +$7.8K 0.01% 239

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

Flagship Private Wealth's XYZ Position: Q3 2021 in Review

Flagship Private Wealth sold out of Block Inc (XYZ) in Q3 2021, closing a stake of 27 shares — an estimated $6.61K sold.

Flagship Private Wealth first reported a position in XYZ in Q4 2020 and held it in 3 quarters. The position peaked at $9.2K in Q1 2021. 1,379 funds tracked by Wall St. Rank hold XYZ as of Q3 2021.

  • Flagship Private Wealth reported no remaining Block Inc position as of Q3 2021 after selling out during the quarter.
  • Flagship Private Wealth sold 27 Block Inc shares in Q3 2021, an estimated $6.61K.
  • Flagship Private Wealth first reported a position in Block Inc in Q4 2020 and held it in 3 quarters.
  • Flagship Private Wealth's Block Inc position peaked at $9.2K in Q1 2021.
  • 1,379 funds tracked by Wall St. Rank held Block Inc as of Q3 2021.

Based on Flagship Private Wealth's 13F filing for Q3 2021, filed 20 Oct 2021.