Fortis Advisors’s Block Inc XYZ Stock Holding History

Fortis 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	-100	Closed	-$21.7K	–	285
2021 Q3	$24K	Hold	100	–	–	0.01%	198
2021 Q2	$24K	Hold	100	–	–	0.01%	206
2021 Q1	$23K	Buy	+100	New	+$23.4K	0.02%	172

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Fortis Advisors's XYZ Position: Q4 2021 in Review

Fortis Advisors sold out of Block Inc (XYZ) in Q4 2021, closing a stake of 100 shares — an estimated $21.7K sold.

Fortis Advisors first reported a position in XYZ in Q1 2021 and held it in 3 quarters. The position peaked at $24K in Q3 2021. 1,365 funds tracked by Wall St. Rank hold XYZ as of Q4 2021.

Fortis Advisors reported no remaining Block Inc position as of Q4 2021 after selling out during the quarter.
Fortis Advisors sold 100 Block Inc shares in Q4 2021, an estimated $21.7K.
Fortis Advisors first reported a position in Block Inc in Q1 2021 and held it in 3 quarters.
Fortis Advisors's Block Inc position peaked at $24K in Q3 2021.
1,365 funds tracked by Wall St. Rank held Block Inc as of Q4 2021.

Based on Fortis Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.