GJIC
XYZ

Gamble Jones Investment Counsel’s Block Inc XYZ Stock Holding History

Gamble Jones Investment Counsel’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
Q1 		– Sell
-1,723
Closed -$375K – 217
2020
Q4 		$375K Buy
1,723
+43
+3% +$8.39K 0.03% 171
2020
Q3 		$273K Buy
+1,680
New +$237K 0.02% 182

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.9T AUM 41.92% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Gamble Jones Investment Counsel's XYZ Position: Q1 2021 in Review

Gamble Jones Investment Counsel sold out of Block Inc (XYZ) in Q1 2021, closing a stake of 1,723 shares — an estimated $375K sold.

Gamble Jones Investment Counsel first reported a position in XYZ in Q3 2020 and held it in 2 quarters. The position peaked at $375K in Q4 2020. 1,297 funds tracked by Wall St. Rank hold XYZ as of Q1 2021.

  • Gamble Jones Investment Counsel reported no remaining Block Inc position as of Q1 2021 after selling out during the quarter.
  • Gamble Jones Investment Counsel sold 1,723 Block Inc shares in Q1 2021, an estimated $375K.
  • Gamble Jones Investment Counsel first reported a position in Block Inc in Q3 2020 and held it in 2 quarters.
  • Gamble Jones Investment Counsel's Block Inc position peaked at $375K in Q4 2020.
  • 1,297 funds tracked by Wall St. Rank held Block Inc as of Q1 2021.

Based on Gamble Jones Investment Counsel's 13F filing for Q1 2021, filed 10 May 2021.