Marcum Wealth’s Block Inc XYZ Stock Holding History

Marcum Wealth’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	–	Sell	-1,374	Closed	-$312K	–	357
2021 Q1	$312K	Buy	+1,374	New	+$321K	0.05%	215

Other funds holding XYZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Marcum Wealth's XYZ Position: Q2 2021 in Review

Marcum Wealth sold out of Block Inc (XYZ) in Q2 2021, closing a stake of 1,374 shares — an estimated $312K sold.

Marcum Wealth first reported a position in XYZ in Q1 2021 and held it in 1 quarter. The position peaked at $312K in Q1 2021. 1,352 funds tracked by Wall St. Rank hold XYZ as of Q2 2021.

Marcum Wealth reported no remaining Block Inc position as of Q2 2021 after selling out during the quarter.
Marcum Wealth sold 1,374 Block Inc shares in Q2 2021, an estimated $312K.
Marcum Wealth first reported a position in Block Inc in Q1 2021 and held it in 1 quarter.
Marcum Wealth's Block Inc position peaked at $312K in Q1 2021.
1,352 funds tracked by Wall St. Rank held Block Inc as of Q2 2021.

Based on Marcum Wealth's 13F filing for Q2 2021, filed 10 Aug 2021.