GBBWRPM
XYZ

Genovese Burford & Brothers Wealth & Retirement Plan Management’s Block Inc XYZ Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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 		$1.37M Buy
6,312
+300
+5% +$58.5K 0.34% 23
2020
Q3 		$977K Buy
6,012
+2,564
+74% +$362K 0.28% 29
2020
Q2 		$362K Buy
+3,448
New +$264K 0.11% 54

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
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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's XYZ Position: Q4 2020 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management increased its Block Inc (XYZ) stake by 5% in Q4 2020, buying an estimated $58.5K and bringing the position to 6,312 shares worth $1.37M. The position accounts for 0.34% of the portfolio, ranked #23.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in XYZ in Q2 2020 and has held it in 3 quarters since. 1,242 funds tracked by Wall St. Rank hold XYZ as of Q4 2020.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management held 6,312 shares of Block Inc worth $1.37M as of Q4 2020.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management bought 300 Block Inc shares in Q4 2020, an estimated $58.5K.
  • Block Inc made up 0.34% of Genovese Burford & Brothers Wealth & Retirement Plan Management's portfolio in Q4 2020, its #23 holding.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Block Inc in Q2 2020 and has held it in 3 quarters since.
  • 1,242 funds tracked by Wall St. Rank held Block Inc as of Q4 2020.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2020, filed 5 Feb 2021.