NKCFO LLC’s Block Inc XYZ Stock Holding History

NKCFO LLC’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 Q4	–	Sell	-2,280	Closed	-$547K	–	125
2021 Q3	$547K	Buy	2,280 +950	+71%	+$244K	0.18%	47
2021 Q2	$324K	Buy	+1,330	New	+$308K	0.11%	62

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

NKCFO LLC's XYZ Position: Q4 2021 in Review

NKCFO LLC sold out of Block Inc (XYZ) in Q4 2021, closing a stake of 2,280 shares — an estimated $547K sold.

NKCFO LLC first reported a position in XYZ in Q2 2021 and held it in 2 quarters. The position peaked at $547K in Q3 2021. 1,364 funds tracked by Wall St. Rank hold XYZ as of Q4 2021.

NKCFO LLC reported no remaining Block Inc position as of Q4 2021 after selling out during the quarter.
NKCFO LLC sold 2,280 Block Inc shares in Q4 2021, an estimated $547K.
NKCFO LLC first reported a position in Block Inc in Q2 2021 and held it in 2 quarters.
NKCFO LLC's Block Inc position peaked at $547K in Q3 2021.
1,364 funds tracked by Wall St. Rank held Block Inc as of Q4 2021.

Based on NKCFO LLC's 13F filing for Q4 2021, filed 27 Jan 2022.