FAM
XYZ

Formidable Asset Management’s Block Inc XYZ Stock Holding History

Formidable Asset 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
2021
Q3 		– Sell
-831
Closed -$203K – 387
2021
Q2 		$203K Buy
+831
New +$193K 0.04% 287
2021
Q1 		– Sell
-1,727
Closed -$378K – 317
2020
Q4 		$378K Sell
1,727
-75
-4% -$14.6K 0.09% 180
2020
Q3 		$298K Sell
1,802
-3,742
-67% -$528K 0.09% 179
2020
Q2 		$660K Buy
+5,544
New +$424K 0.19% 103
2019
Q3 		– Sell
-4,000
Closed -$311K – 237
2019
Q2 		$311K Buy
+4,000
New +$279K 0.11% 154

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 $3.37T AUM 44.26% 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

Formidable Asset Management's XYZ Position: Q3 2021 in Review

Formidable Asset Management sold out of Block Inc (XYZ) in Q3 2021, closing a stake of 831 shares — an estimated $203K sold.

Formidable Asset Management first reported a position in XYZ in Q2 2019 and held it in 5 quarters. The position peaked at $660K in Q2 2020. 1,378 funds tracked by Wall St. Rank hold XYZ as of Q3 2021.

  • Formidable Asset Management reported no remaining Block Inc position as of Q3 2021 after selling out during the quarter.
  • Formidable Asset Management sold 831 Block Inc shares in Q3 2021, an estimated $203K.
  • Formidable Asset Management first reported a position in Block Inc in Q2 2019 and held it in 5 quarters.
  • Formidable Asset Management's Block Inc position peaked at $660K in Q2 2020.
  • 1,378 funds tracked by Wall St. Rank held Block Inc as of Q3 2021.

Based on Formidable Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.