PAS
XYZ

Partnervest Advisory Services’s Block Inc XYZ Stock Holding History

Partnervest Advisory Services’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
Q3 		$585K Buy
3,596
+82
+2% +$11.6K 0.19% 99
2020
Q2 		$369K Sell
3,514
-381
-10% -$29.2K 0.14% 125
2020
Q1 		$204K Buy
3,895
+388
+11% +$26.5K 0.09% 179
2019
Q4 		$219K Sell
3,507
-1,862
-35% -$119K 0.08% 201
2019
Q3 		$333K Buy
5,369
+2,404
+81% +$163K 0.12% 154
2019
Q2 		$215K Sell
2,965
-615
-17% -$43K 0.09% 195
2019
Q1 		$268K Buy
+3,580
New +$259K 0.11% 168

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Partnervest Advisory Services's XYZ Position: Q3 2020 in Review

Partnervest Advisory Services increased its Block Inc (XYZ) stake by 2.3% in Q3 2020, buying an estimated $11.6K and bringing the position to 3,596 shares worth $585K. The position accounts for 0.19% of the portfolio, ranked #99.

Partnervest Advisory Services first reported a position in XYZ in Q1 2019 and has held it in 7 quarters since. 996 funds tracked by Wall St. Rank hold XYZ as of Q3 2020.

  • Partnervest Advisory Services held 3,596 shares of Block Inc worth $585K as of Q3 2020.
  • Partnervest Advisory Services bought 82 Block Inc shares in Q3 2020, an estimated $11.6K.
  • Block Inc made up 0.19% of Partnervest Advisory Services's portfolio in Q3 2020, its #99 holding.
  • Partnervest Advisory Services first reported a position in Block Inc in Q1 2019 and has held it in 7 quarters since.
  • 996 funds tracked by Wall St. Rank held Block Inc as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.