PP
XYZ

PagnatoKarp Partners’s Block Inc XYZ Stock Holding History

PagnatoKarp Partners’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
-11,938
Closed -$625K – 157
2020
Q1 		$625K Buy
11,938
+2,933
+33% +$201K 0.16% 76
2019
Q4 		$563K Buy
9,005
+4,431
+97% +$283K 0.1% 96
2019
Q3 		$283K Buy
4,574
+407
+10% +$27.6K 0.06% 154
2019
Q2 		$302K Buy
4,167
+309
+8% +$21.6K 0.06% 143
2019
Q1 		$289K Hold
3,858
– – 0.06% 137
2018
Q4 		$216K Buy
3,858
+100
+3% +$7.06K 0.05% 138
2018
Q3 		$372K Sell
3,758
-937
-20% -$72.3K 0.11% 110
2018
Q2 		$289K Sell
4,695
-305
-6% -$16.8K 0.09% 115
2018
Q1 		$246K Buy
+5,000
New +$229K 0.1% 111

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PagnatoKarp Partners's XYZ Position: Q2 2020 in Review

PagnatoKarp Partners sold out of Block Inc (XYZ) in Q2 2020, closing a stake of 11,938 shares — an estimated $625K sold.

PagnatoKarp Partners first reported a position in XYZ in Q1 2018 and held it in 9 quarters. The position peaked at $625K in Q1 2020. 867 funds tracked by Wall St. Rank hold XYZ as of Q2 2020.

  • PagnatoKarp Partners reported no remaining Block Inc position as of Q2 2020 after selling out during the quarter.
  • PagnatoKarp Partners sold 11,938 Block Inc shares in Q2 2020, an estimated $625K.
  • PagnatoKarp Partners first reported a position in Block Inc in Q1 2018 and held it in 9 quarters.
  • PagnatoKarp Partners's Block Inc position peaked at $625K in Q1 2020.
  • 867 funds tracked by Wall St. Rank held Block Inc as of Q2 2020.

Based on PagnatoKarp Partners's 13F filing for Q2 2020.