HFA
XYZ

Hoover Financial Advisors’s Block Inc XYZ Stock Holding History

Hoover Financial 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
2021
Q2 		$152K Hold
625
– – 0.03% 165
2021
Q1 		$138K Hold
625
– – 0.03% 165
2020
Q4 		$145K Buy
+625
New +$122K 0.04% 138

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
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
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

Hoover Financial Advisors's XYZ Position: Q2 2021 in Review

Hoover Financial Advisors held its Block Inc (XYZ) position steady in Q2 2021 at 625 shares worth $152K. The position accounts for 0.03% of the portfolio, ranked #165.

Hoover Financial Advisors first reported a position in XYZ in Q4 2020 and has held it in 3 quarters since. 1,350 funds tracked by Wall St. Rank hold XYZ as of Q2 2021.

  • Hoover Financial Advisors held 625 shares of Block Inc worth $152K as of Q2 2021.
  • Hoover Financial Advisors left its Block Inc share count unchanged in Q2 2021.
  • Block Inc made up 0.03% of Hoover Financial Advisors's portfolio in Q2 2021, its #165 holding.
  • Hoover Financial Advisors first reported a position in Block Inc in Q4 2020 and has held it in 3 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Block Inc as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.