Fulcrum Equity Management’s Block Inc XYZ Stock Holding History

Fulcrum Equity Management’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
2020 Q4	–	Sell	-1,313	Closed	-$213K	–	179
2020 Q3	$213K	Buy	+1,313	New	+$185K	0.1%	140

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

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

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

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fulcrum Equity Management's XYZ Position: Q4 2020 in Review

Fulcrum Equity Management sold out of Block Inc (XYZ) in Q4 2020, closing a stake of 1,313 shares — an estimated $213K sold.

Fulcrum Equity Management first reported a position in XYZ in Q3 2020 and held it in 1 quarter. The position peaked at $213K in Q3 2020. 1,244 funds tracked by Wall St. Rank hold XYZ as of Q4 2020.

Fulcrum Equity Management reported no remaining Block Inc position as of Q4 2020 after selling out during the quarter.
Fulcrum Equity Management sold 1,313 Block Inc shares in Q4 2020, an estimated $213K.
Fulcrum Equity Management first reported a position in Block Inc in Q3 2020 and held it in 1 quarter.
Fulcrum Equity Management's Block Inc position peaked at $213K in Q3 2020.
1,244 funds tracked by Wall St. Rank held Block Inc as of Q4 2020.

Based on Fulcrum Equity Management's 13F filing for Q4 2020, filed 22 Feb 2021.