PP
XYZ

Professional Planning’s Block Inc XYZ Stock Holding History

Professional Planning’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
Q3 		$1.06M Sell
4,411
-13
-0.3% -$3.34K 0.5% 39
2021
Q2 		$1.08M Sell
4,424
-546
-11% -$127K 0.5% 40
2021
Q1 		$1.13M Buy
4,970
+894
+22% +$209K 0.55% 37
2020
Q4 		$887K Buy
+4,076
New +$795K 0.36% 57

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Professional Planning's XYZ Position: Q3 2021 in Review

Professional Planning reduced its Block Inc (XYZ) stake by 0.29% in Q3 2021, selling an estimated $3.34K and leaving 4,411 shares worth $1.06M. The position accounts for 0.5% of the portfolio, ranked #39.

Professional Planning first reported a position in XYZ in Q4 2020 and has held it in 4 quarters since. The position peaked at $1.13M in Q1 2021. 1,377 funds tracked by Wall St. Rank hold XYZ as of Q3 2021.

  • Professional Planning held 4,411 shares of Block Inc worth $1.06M as of Q3 2021.
  • Professional Planning sold 13 Block Inc shares in Q3 2021, an estimated $3.34K.
  • Block Inc made up 0.5% of Professional Planning's portfolio in Q3 2021, its #39 holding.
  • Professional Planning first reported a position in Block Inc in Q4 2020 and has held it in 4 quarters since.
  • Professional Planning's Block Inc position peaked at $1.13M in Q1 2021.
  • 1,377 funds tracked by Wall St. Rank held Block Inc as of Q3 2021.

Based on Professional Planning's 13F filing for Q3 2021, filed 15 Nov 2021.