FormulaFolio Investments’s Block Inc XYZ Stock Holding History

FormulaFolio Investments’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 Q1	–	Sell	-8,718	Closed	-$1.9M	–	830
2020 Q4	$1.9M	Buy	8,718 +7,479	+604%	+$1.46M	0.04%	252
2020 Q3	$201K	Buy	+1,239	New	+$175K	0.01%	309
2019 Q3	–	Sell	-3,948	Closed	-$286K	–	383
2019 Q2	$286K	Buy	3,948 +985	+33%	+$68.8K	0.01%	275
2019 Q1	$222K	Buy	+2,963	New	+$215K	0.01%	305

Other funds holding XYZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

FormulaFolio Investments's XYZ Position: Q1 2021 in Review

FormulaFolio Investments sold out of Block Inc (XYZ) in Q1 2021, closing a stake of 8,718 shares — an estimated $1.9M sold.

FormulaFolio Investments first reported a position in XYZ in Q1 2019 and held it in 4 quarters. The position peaked at $1.9M in Q4 2020. 1,296 funds tracked by Wall St. Rank hold XYZ as of Q1 2021.

FormulaFolio Investments reported no remaining Block Inc position as of Q1 2021 after selling out during the quarter.
FormulaFolio Investments sold 8,718 Block Inc shares in Q1 2021, an estimated $1.9M.
FormulaFolio Investments first reported a position in Block Inc in Q1 2019 and held it in 4 quarters.
FormulaFolio Investments's Block Inc position peaked at $1.9M in Q4 2020.
1,296 funds tracked by Wall St. Rank held Block Inc as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.