QCIG
XYZ

Quad-Cities Investment Group’s Block Inc XYZ Stock Holding History

Quad-Cities Investment Group’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
-920
Closed -$221K – 200
2021
Q3 		$221K Buy
+920
New +$236K 0.15% 148
2021
Q1 		– Sell
-1,800
Closed -$392K – 177
2020
Q4 		$392K Buy
1,800
+200
+13% +$39K 0.32% 90
2020
Q3 		$260K Buy
+1,600
New +$226K 0.25% 105
2019
Q4 		– Sell
-25
Closed -$2K – 725
2019
Q3 		$2K Buy
+25
New +$1.7K ﹤0.01% 787
2019
Q2 		– Sell
-200
Closed -$15K – 868
2019
Q1 		$15K Buy
+200
New +$14.5K 0.01% 545
2018
Q3 		– Sell
-200
Closed -$12K – 862
2018
Q2 		$12K Buy
+200
New +$11K 0.01% 612

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

Quad-Cities Investment Group's XYZ Position: Q4 2021 in Review

Quad-Cities Investment Group sold out of Block Inc (XYZ) in Q4 2021, closing a stake of 920 shares — an estimated $221K sold.

Quad-Cities Investment Group first reported a position in XYZ in Q2 2018 and held it in 6 quarters. The position peaked at $392K in Q4 2020. 1,364 funds tracked by Wall St. Rank hold XYZ as of Q4 2021.

  • Quad-Cities Investment Group reported no remaining Block Inc position as of Q4 2021 after selling out during the quarter.
  • Quad-Cities Investment Group sold 920 Block Inc shares in Q4 2021, an estimated $221K.
  • Quad-Cities Investment Group first reported a position in Block Inc in Q2 2018 and held it in 6 quarters.
  • Quad-Cities Investment Group's Block Inc position peaked at $392K in Q4 2020.
  • 1,364 funds tracked by Wall St. Rank held Block Inc as of Q4 2021.

Based on Quad-Cities Investment Group's 13F filing for Q4 2021, filed 2 Feb 2022.