Houlihan Financial Resource Group’s Block Inc XYZ Stock Holding History

Houlihan Financial Resource Group’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	$59K	Buy	+320	New	+$45.2K	0.03%	161

Other funds holding XYZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Houlihan Financial Resource Group's XYZ Position: Q3 2020 in Review

Houlihan Financial Resource Group opened a new position in Block Inc (XYZ) in Q3 2020: 320 shares worth $59K. The stake represents 0.03% of the portfolio and ranks #161 among its holdings.

996 funds tracked by Wall St. Rank hold XYZ as of Q3 2020.

Houlihan Financial Resource Group held 320 shares of Block Inc worth $59K as of Q3 2020.
Block Inc was a new Houlihan Financial Resource Group position in Q3 2020.
Block Inc made up 0.03% of Houlihan Financial Resource Group's portfolio in Q3 2020, its #161 holding.
996 funds tracked by Wall St. Rank held Block Inc as of Q3 2020.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2020, filed 13 Nov 2020.