Plancorp LLC’s Block Inc XYZ Stock Holding History

Plancorp LLC’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 Q4	–	Sell	-1,150	Closed	-$276K	–	248
2021 Q3	$276K	Buy	1,150 +50	+5%	+$12.8K	0.02%	195
2021 Q2	$268K	Buy	1,100 +11	+1%	+$2.55K	0.02%	187
2021 Q1	$247K	Buy	1,089 +14	+1%	+$3.27K	0.05%	184
2020 Q4	$234K	Buy	+1,075	New	+$210K	0.06%	183

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Plancorp LLC's XYZ Position: Q4 2021 in Review

Plancorp LLC sold out of Block Inc (XYZ) in Q4 2021, closing a stake of 1,150 shares — an estimated $276K sold.

Plancorp LLC first reported a position in XYZ in Q4 2020 and held it in 4 quarters. The position peaked at $276K in Q3 2021. 1,364 funds tracked by Wall St. Rank hold XYZ as of Q4 2021.

Plancorp LLC reported no remaining Block Inc position as of Q4 2021 after selling out during the quarter.
Plancorp LLC sold 1,150 Block Inc shares in Q4 2021, an estimated $276K.
Plancorp LLC first reported a position in Block Inc in Q4 2020 and held it in 4 quarters.
Plancorp LLC's Block Inc position peaked at $276K in Q3 2021.
1,364 funds tracked by Wall St. Rank held Block Inc as of Q4 2021.

Based on Plancorp LLC's 13F filing for Q4 2021, filed 11 Feb 2022.