JOYN Advisors’s Block Inc XYZ Stock Holding History

JOYN 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
2019 Q1	–	Sell	-316	Closed	-$18K	–	1480
2018 Q4	$18K	Hold	316	–	–	﹤0.01%	724
2018 Q3	$31K	Buy	316 +194	+159%	+$15K	0.01%	539
2018 Q2	$8K	Buy	+122	New	+$6.71K	﹤0.01%	1004

Other funds holding XYZ

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

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

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

JOYN Advisors's XYZ Position: Q1 2019 in Review

JOYN Advisors sold out of Block Inc (XYZ) in Q1 2019, closing a stake of 316 shares — an estimated $18K sold.

JOYN Advisors first reported a position in XYZ in Q2 2018 and held it in 3 quarters. The position peaked at $31K in Q3 2018. 757 funds tracked by Wall St. Rank hold XYZ as of Q1 2019.

JOYN Advisors reported no remaining Block Inc position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 316 Block Inc shares in Q1 2019, an estimated $18K.
JOYN Advisors first reported a position in Block Inc in Q2 2018 and held it in 3 quarters.
JOYN Advisors's Block Inc position peaked at $31K in Q3 2018.
757 funds tracked by Wall St. Rank held Block Inc as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.