LFF
XYZ

Level Four Financial’s Block Inc XYZ Stock Holding History

Level Four Financial’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
Q3 		$334K Buy
1,392
+327
+31% +$84K 0.15% 186
2021
Q2 		$260K Sell
1,065
-1,001
-48% -$232K 0.11% 241
2021
Q1 		$469K Buy
2,066
+639
+45% +$149K 0.22% 128
2020
Q4 		$311K Buy
+1,427
New +$278K 0.13% 205

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Level Four Financial's XYZ Position: Q3 2021 in Review

Level Four Financial increased its Block Inc (XYZ) stake by 31% in Q3 2021, buying an estimated $84K and bringing the position to 1,392 shares worth $334K. The position accounts for 0.15% of the portfolio, ranked #186.

Level Four Financial first reported a position in XYZ in Q4 2020 and has held it in 4 quarters since. The position peaked at $469K in Q1 2021. 1,378 funds tracked by Wall St. Rank hold XYZ as of Q3 2021.

  • Level Four Financial held 1,392 shares of Block Inc worth $334K as of Q3 2021.
  • Level Four Financial bought 327 Block Inc shares in Q3 2021, an estimated $84K.
  • Block Inc made up 0.15% of Level Four Financial's portfolio in Q3 2021, its #186 holding.
  • Level Four Financial first reported a position in Block Inc in Q4 2020 and has held it in 4 quarters since.
  • Level Four Financial's Block Inc position peaked at $469K in Q1 2021.
  • 1,378 funds tracked by Wall St. Rank held Block Inc as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.