Paul John Balson’s Block Inc XYZ Stock Holding History

Paul John Balson’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 Q4	$1.23M	Hold	5,660	–	–	0.25%	31
2020 Q3	$920K	Hold	5,660	–	–	0.23%	31
2020 Q2	$594K	Hold	5,660	–	–	0.22%	36
2020 Q1	$296K	Buy	+5,660	New	+$387K	0.16%	46

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

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

Paul John Balson's XYZ Position: Q4 2020 in Review

Paul John Balson held its Block Inc (XYZ) position steady in Q4 2020 at 5,660 shares worth $1.23M. The position accounts for 0.25% of the portfolio, ranked #31.

Paul John Balson first reported a position in XYZ in Q1 2020 and has held it in 4 quarters since. 1,241 funds tracked by Wall St. Rank hold XYZ as of Q4 2020.

Paul John Balson held 5,660 shares of Block Inc worth $1.23M as of Q4 2020.
Paul John Balson left its Block Inc share count unchanged in Q4 2020.
Block Inc made up 0.25% of Paul John Balson's portfolio in Q4 2020, its #31 holding.
Paul John Balson first reported a position in Block Inc in Q1 2020 and has held it in 4 quarters since.
1,241 funds tracked by Wall St. Rank held Block Inc as of Q4 2020.

Based on Paul John Balson's 13F filing for Q4 2020, filed 17 Feb 2021.