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Marino Stram & Associates’s Block Inc XYZ Stock Holding History

Marino Stram & Associates’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 		– Sell
-1,018
Closed -$248K – 302
2021
Q2 		$248K Buy
+1,018
New +$236K 0.06% 231
2019
Q2 		– Sell
-23
Closed -$2K – 587
2019
Q1 		$2K Buy
23
+8
+53% +$580 ﹤0.01% 559
2018
Q4 		$1K Buy
+15
New +$1.06K ﹤0.01% 598

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 $3.38T AUM 44.17% 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

Marino Stram & Associates's XYZ Position: Q3 2021 in Review

Marino Stram & Associates sold out of Block Inc (XYZ) in Q3 2021, closing a stake of 1,018 shares — an estimated $248K sold.

Marino Stram & Associates first reported a position in XYZ in Q4 2018 and held it in 3 quarters. The position peaked at $248K in Q2 2021. 1,379 funds tracked by Wall St. Rank hold XYZ as of Q3 2021.

  • Marino Stram & Associates reported no remaining Block Inc position as of Q3 2021 after selling out during the quarter.
  • Marino Stram & Associates sold 1,018 Block Inc shares in Q3 2021, an estimated $248K.
  • Marino Stram & Associates first reported a position in Block Inc in Q4 2018 and held it in 3 quarters.
  • Marino Stram & Associates's Block Inc position peaked at $248K in Q2 2021.
  • 1,379 funds tracked by Wall St. Rank held Block Inc as of Q3 2021.

Based on Marino Stram & Associates's 13F filing for Q3 2021, filed 14 Oct 2021.