Patten & Patten’s Block Inc XYZ Stock Holding History

Patten & Patten’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	-1,044	Closed	-$237K	–	279
2021 Q1	$237K	Hold	1,044	–	–	0.02%	248
2020 Q4	$227K	Buy	+1,044	New	+$204K	0.02%	239

Other funds holding XYZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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 Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

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

Patten & Patten's XYZ Position: Q2 2021 in Review

Patten & Patten sold out of Block Inc (XYZ) in Q2 2021, closing a stake of 1,044 shares — an estimated $237K sold.

Patten & Patten first reported a position in XYZ in Q4 2020 and held it in 2 quarters. The position peaked at $237K in Q1 2021. 1,352 funds tracked by Wall St. Rank hold XYZ as of Q2 2021.

Patten & Patten reported no remaining Block Inc position as of Q2 2021 after selling out during the quarter.
Patten & Patten sold 1,044 Block Inc shares in Q2 2021, an estimated $237K.
Patten & Patten first reported a position in Block Inc in Q4 2020 and held it in 2 quarters.
Patten & Patten's Block Inc position peaked at $237K in Q1 2021.
1,352 funds tracked by Wall St. Rank held Block Inc as of Q2 2021.

Based on Patten & Patten's 13F filing for Q2 2021, filed 13 Jul 2021.