McCarthy Asset Management’s Block Inc XYZ Stock Holding History

McCarthy Asset Management’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	-220	Closed	-$50K	–	436
2021 Q1	$50K	Buy	+220	New	+$51.5K	0.04%	93

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

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

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

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

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

McCarthy Asset Management's XYZ Position: Q2 2021 in Review

McCarthy Asset Management sold out of Block Inc (XYZ) in Q2 2021, closing a stake of 220 shares — an estimated $50K sold.

McCarthy Asset Management first reported a position in XYZ in Q1 2021 and held it in 1 quarter. The position peaked at $50K in Q1 2021. 1,349 funds tracked by Wall St. Rank hold XYZ as of Q2 2021.

McCarthy Asset Management reported no remaining Block Inc position as of Q2 2021 after selling out during the quarter.
McCarthy Asset Management sold 220 Block Inc shares in Q2 2021, an estimated $50K.
McCarthy Asset Management first reported a position in Block Inc in Q1 2021 and held it in 1 quarter.
McCarthy Asset Management's Block Inc position peaked at $50K in Q1 2021.
1,349 funds tracked by Wall St. Rank held Block Inc as of Q2 2021.

Based on McCarthy Asset Management's 13F filing for Q2 2021, filed 5 Aug 2021.