FFS
XYZ

Founders Financial Securities’s Block Inc XYZ Stock Holding History

Founders Financial Securities’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
-1,132
Closed -$271K – 283
2021
Q3 		$271K Sell
1,132
-886
-44% -$228K 0.05% 223
2021
Q2 		$492K Buy
2,018
+1,135
+129% +$263K 0.1% 177
2021
Q1 		$200K Sell
883
-410
-32% -$95.9K 0.05% 251
2020
Q4 		$281K Buy
+1,293
New +$252K 0.07% 174
2020
Q3 		– Sell
-2,451
Closed -$298K – 204
2020
Q2 		$298K Buy
+2,451
New +$188K 0.1% 128

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
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Founders Financial Securities's XYZ Position: Q4 2021 in Review

Founders Financial Securities sold out of Block Inc (XYZ) in Q4 2021, closing a stake of 1,132 shares — an estimated $271K sold.

Founders Financial Securities first reported a position in XYZ in Q2 2020 and held it in 5 quarters. The position peaked at $492K in Q2 2021. 1,365 funds tracked by Wall St. Rank hold XYZ as of Q4 2021.

  • Founders Financial Securities reported no remaining Block Inc position as of Q4 2021 after selling out during the quarter.
  • Founders Financial Securities sold 1,132 Block Inc shares in Q4 2021, an estimated $271K.
  • Founders Financial Securities first reported a position in Block Inc in Q2 2020 and held it in 5 quarters.
  • Founders Financial Securities's Block Inc position peaked at $492K in Q2 2021.
  • 1,365 funds tracked by Wall St. Rank held Block Inc as of Q4 2021.

Based on Founders Financial Securities's 13F filing for Q4 2021, filed 14 Feb 2022.