FMWA
XYZ

Forvis Mazars Wealth Advisors’s Block Inc XYZ Stock Holding History

Forvis Mazars Wealth 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
Q2 		– Sell
-972
Closed -$221K – 282
2021
Q1 		$221K Sell
972
-412
-30% -$96.4K 0.01% 257
2020
Q4 		$301K Buy
+1,384
New +$270K 0.02% 290

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Forvis Mazars Wealth Advisors's XYZ Position: Q2 2021 in Review

Forvis Mazars Wealth Advisors sold out of Block Inc (XYZ) in Q2 2021, closing a stake of 972 shares — an estimated $221K sold.

Forvis Mazars Wealth Advisors first reported a position in XYZ in Q4 2020 and held it in 2 quarters. The position peaked at $301K in Q4 2020. 1,351 funds tracked by Wall St. Rank hold XYZ as of Q2 2021.

  • Forvis Mazars Wealth Advisors reported no remaining Block Inc position as of Q2 2021 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 972 Block Inc shares in Q2 2021, an estimated $221K.
  • Forvis Mazars Wealth Advisors first reported a position in Block Inc in Q4 2020 and held it in 2 quarters.
  • Forvis Mazars Wealth Advisors's Block Inc position peaked at $301K in Q4 2020.
  • 1,351 funds tracked by Wall St. Rank held Block Inc as of Q2 2021.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2021, filed 14 Jul 2021.