Ovata Capital Management’s Block Inc XYZ Stock Holding History

Ovata Capital 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
2020 Q2	–	Sell	-300	Closed	-$16K	–	193
2020 Q1	$16K	Buy	+300	New	+$20.5K	0.01%	31

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

Ovata Capital Management's XYZ Position: Q2 2020 in Review

Ovata Capital Management sold out of Block Inc (XYZ) in Q2 2020, closing a stake of 300 shares — an estimated $16K sold.

Ovata Capital Management first reported a position in XYZ in Q1 2020 and held it in 1 quarter. The position peaked at $16K in Q1 2020. 865 funds tracked by Wall St. Rank hold XYZ as of Q2 2020.

Ovata Capital Management reported no remaining Block Inc position as of Q2 2020 after selling out during the quarter.
Ovata Capital Management sold 300 Block Inc shares in Q2 2020, an estimated $16K.
Ovata Capital Management first reported a position in Block Inc in Q1 2020 and held it in 1 quarter.
Ovata Capital Management's Block Inc position peaked at $16K in Q1 2020.
865 funds tracked by Wall St. Rank held Block Inc as of Q2 2020.

Based on Ovata Capital Management's 13F filing for Q2 2020, filed 6 Aug 2020.