Foster Victor Wealth Advisors’s Block Inc XYZ Stock Holding History

Foster Victor 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 Q4	–	Sell	-2,254	Closed	-$541K	–	159
2021 Q3	$541K	Sell	2,254 -1,200	-35%	-$308K	0.09%	104
2021 Q2	$842K	Hold	3,454	–	–	0.14%	92
2021 Q1	$944K	Buy	3,454 +2,141	+163%	+$501K	0.18%	88
2020 Q4	$286K	Sell	1,313 -700	-35%	-$137K	0.07%	117
2020 Q3	$327K	Hold	2,013	–	–	0.09%	106
2020 Q2	$211K	Sell	2,013 -4,018	-67%	-$308K	0.07%	114
2020 Q1	$346K	Buy	6,031 +1,150	+24%	+$78.7K	0.15%	77
2019 Q4	$330K	Hold	4,881	–	–	0.14%	81
2019 Q3	$304K	Buy	4,881 +362	+8%	+$24.6K	0.17%	73
2019 Q2	$332K	Hold	4,519	–	–	0.24%	68
2019 Q1	$339K	Buy	4,519 +1,500	+50%	+$109K	0.26%	64
2018 Q4	$169K	Buy	+3,019	New	+$213K	0.16%	78

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Foster Victor Wealth Advisors's XYZ Position: Q4 2021 in Review

Foster Victor Wealth Advisors sold out of Block Inc (XYZ) in Q4 2021, closing a stake of 2,254 shares — an estimated $541K sold.

Foster Victor Wealth Advisors first reported a position in XYZ in Q4 2018 and held it in 12 quarters. The position peaked at $944K in Q1 2021. 1,364 funds tracked by Wall St. Rank hold XYZ as of Q4 2021.

Foster Victor Wealth Advisors reported no remaining Block Inc position as of Q4 2021 after selling out during the quarter.
Foster Victor Wealth Advisors sold 2,254 Block Inc shares in Q4 2021, an estimated $541K.
Foster Victor Wealth Advisors first reported a position in Block Inc in Q4 2018 and held it in 12 quarters.
Foster Victor Wealth Advisors's Block Inc position peaked at $944K in Q1 2021.
1,364 funds tracked by Wall St. Rank held Block Inc as of Q4 2021.

Based on Foster Victor Wealth Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.