PTP
XYZ

Platform Technology Partners’s Block Inc XYZ Stock Holding History

Platform Technology 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
2021
Q4 		– Sell
-851
Closed -$204K – 251
2021
Q3 		$204K Sell
851
-260
-23% -$66.8K 0.09% 199
2021
Q2 		$271K Buy
+1,111
New +$258K 0.11% 191
2020
Q4 		$209K Buy
+959
New +$187K 0.1% 195

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Platform Technology Partners's XYZ Position: Q4 2021 in Review

Platform Technology Partners sold out of Block Inc (XYZ) in Q4 2021, closing a stake of 851 shares — an estimated $204K sold.

Platform Technology Partners first reported a position in XYZ in Q4 2020 and held it in 3 quarters. The position peaked at $271K in Q2 2021. 1,364 funds tracked by Wall St. Rank hold XYZ as of Q4 2021.

  • Platform Technology Partners reported no remaining Block Inc position as of Q4 2021 after selling out during the quarter.
  • Platform Technology Partners sold 851 Block Inc shares in Q4 2021, an estimated $204K.
  • Platform Technology Partners first reported a position in Block Inc in Q4 2020 and held it in 3 quarters.
  • Platform Technology Partners's Block Inc position peaked at $271K in Q2 2021.
  • 1,364 funds tracked by Wall St. Rank held Block Inc as of Q4 2021.

Based on Platform Technology Partners's 13F filing for Q4 2021, filed 1 Feb 2022.