GCA
XYZ

Greenwood Capital Associates’s Block Inc XYZ Stock Holding History

Greenwood Capital Associates’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
-16,991
Closed -$3.86M – 236
2021
Q1 		$3.86M Buy
16,991
+1,210
+8% +$283K 0.61% 58
2020
Q4 		$3.44M Buy
+15,781
New +$3.08M 0.58% 58

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 $5.72T AUM 30.48% 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 $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Greenwood Capital Associates's XYZ Position: Q2 2021 in Review

Greenwood Capital Associates sold out of Block Inc (XYZ) in Q2 2021, closing a stake of 16,991 shares — an estimated $3.86M sold.

Greenwood Capital Associates first reported a position in XYZ in Q4 2020 and held it in 2 quarters. The position peaked at $3.86M in Q1 2021. 1,350 funds tracked by Wall St. Rank hold XYZ as of Q2 2021.

  • Greenwood Capital Associates reported no remaining Block Inc position as of Q2 2021 after selling out during the quarter.
  • Greenwood Capital Associates sold 16,991 Block Inc shares in Q2 2021, an estimated $3.86M.
  • Greenwood Capital Associates first reported a position in Block Inc in Q4 2020 and held it in 2 quarters.
  • Greenwood Capital Associates's Block Inc position peaked at $3.86M in Q1 2021.
  • 1,350 funds tracked by Wall St. Rank held Block Inc as of Q2 2021.

Based on Greenwood Capital Associates's 13F filing for Q2 2021, filed 16 Aug 2021.