MAFM
XYZ

Mid Atlantic Financial Management’s Block Inc XYZ Stock Holding History

Mid Atlantic Financial 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
Q3 		$437K Buy
1,823
+725
+66% +$186K 0.03% 507
2021
Q2 		$268K Sell
1,098
-389
-26% -$90.2K 0.02% 717
2021
Q1 		$338K Sell
1,487
-2,027
-58% -$474K 0.02% 579
2020
Q4 		$765K Buy
3,514
+1,913
+119% +$373K 0.06% 292
2020
Q3 		$295K Buy
+1,601
New +$226K 0.03% 522

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Mid Atlantic Financial Management's XYZ Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Block Inc (XYZ) stake by 66% in Q3 2021, buying an estimated $186K and bringing the position to 1,823 shares worth $437K. The position accounts for 0.03% of the portfolio, ranked #507.

Mid Atlantic Financial Management first reported a position in XYZ in Q3 2020 and has held it in 5 quarters since. The position peaked at $765K in Q4 2020. 1,378 funds tracked by Wall St. Rank hold XYZ as of Q3 2021.

  • Mid Atlantic Financial Management held 1,823 shares of Block Inc worth $437K as of Q3 2021.
  • Mid Atlantic Financial Management bought 725 Block Inc shares in Q3 2021, an estimated $186K.
  • Block Inc made up 0.03% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #507 holding.
  • Mid Atlantic Financial Management first reported a position in Block Inc in Q3 2020 and has held it in 5 quarters since.
  • Mid Atlantic Financial Management's Block Inc position peaked at $765K in Q4 2020.
  • 1,378 funds tracked by Wall St. Rank held Block Inc as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.