GIA
XYZ

Guyasuta Investment Advisors’s Block Inc XYZ Stock Holding History

Guyasuta Investment Advisors’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
Q3 		– Sell
-2,333
Closed -$245K – 215
2020
Q2 		$245K Buy
+2,333
New +$179K 0.03% 190
2018
Q4 		– Sell
-2,500
Closed -$248K – 217
2018
Q3 		$248K Buy
+2,500
New +$193K 0.03% 191

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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Guyasuta Investment Advisors's XYZ Position: Q3 2020 in Review

Guyasuta Investment Advisors sold out of Block Inc (XYZ) in Q3 2020, closing a stake of 2,333 shares — an estimated $245K sold.

Guyasuta Investment Advisors first reported a position in XYZ in Q3 2018 and held it in 2 quarters. The position peaked at $248K in Q3 2018. 996 funds tracked by Wall St. Rank hold XYZ as of Q3 2020.

  • Guyasuta Investment Advisors reported no remaining Block Inc position as of Q3 2020 after selling out during the quarter.
  • Guyasuta Investment Advisors sold 2,333 Block Inc shares in Q3 2020, an estimated $245K.
  • Guyasuta Investment Advisors first reported a position in Block Inc in Q3 2018 and held it in 2 quarters.
  • Guyasuta Investment Advisors's Block Inc position peaked at $248K in Q3 2018.
  • 996 funds tracked by Wall St. Rank held Block Inc as of Q3 2020.

Based on Guyasuta Investment Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.