MLFP
XYZ icon

MPS Loria Financial Planners’s Block Inc XYZ Stock Holding History

MPS Loria Financial Planners’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
-100
Closed -$22K – 582
2021
Q1 		$22K Hold
100
– – 0.01% 234
2020
Q4 		$22K Buy
+100
New +$19.5K 0.01% 233

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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

MPS Loria Financial Planners's XYZ Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Block Inc (XYZ) in Q2 2021, closing a stake of 100 shares — an estimated $22K sold.

MPS Loria Financial Planners first reported a position in XYZ in Q4 2020 and held it in 2 quarters. The position peaked at $22K in Q1 2021. 1,352 funds tracked by Wall St. Rank hold XYZ as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Block Inc position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 100 Block Inc shares in Q2 2021, an estimated $22K.
  • MPS Loria Financial Planners first reported a position in Block Inc in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Block Inc position peaked at $22K in Q1 2021.
  • 1,352 funds tracked by Wall St. Rank held Block Inc as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.