Frisch Financial Group’s Block Inc XYZ Stock Holding History

Frisch Financial Group’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	-1,225	Closed	-$278K	–	162
2021 Q1	$278K	Buy	+1,225	New	+$287K	0.09%	116

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

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

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

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

Frisch Financial Group's XYZ Position: Q2 2021 in Review

Frisch Financial Group sold out of Block Inc (XYZ) in Q2 2021, closing a stake of 1,225 shares — an estimated $278K sold.

Frisch Financial Group first reported a position in XYZ in Q1 2021 and held it in 1 quarter. The position peaked at $278K in Q1 2021. 1,351 funds tracked by Wall St. Rank hold XYZ as of Q2 2021.

Frisch Financial Group reported no remaining Block Inc position as of Q2 2021 after selling out during the quarter.
Frisch Financial Group sold 1,225 Block Inc shares in Q2 2021, an estimated $278K.
Frisch Financial Group first reported a position in Block Inc in Q1 2021 and held it in 1 quarter.
Frisch Financial Group's Block Inc position peaked at $278K in Q1 2021.
1,351 funds tracked by Wall St. Rank held Block Inc as of Q2 2021.

Based on Frisch Financial Group's 13F filing for Q2 2021, filed 12 Aug 2021.