RWA
XYZ

Redhawk Wealth Advisors’s Block Inc XYZ Stock Holding History

Redhawk Wealth Advisors’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
-4,344
Closed -$1.04M – 263
2021
Q3 		$1.04M Buy
4,344
+695
+19% +$179K 0.29% 71
2021
Q2 		$890K Buy
3,649
+332
+10% +$77K 0.2% 106
2021
Q1 		$753K Buy
3,317
+139
+4% +$32.5K 0.19% 105
2020
Q4 		$692K Buy
+3,178
New +$620K 0.18% 100
2019
Q3 		– Sell
-1,720
Closed -$125K – 464
2019
Q2 		$125K Buy
+1,720
New +$120K 0.05% 164

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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Redhawk Wealth Advisors's XYZ Position: Q4 2021 in Review

Redhawk Wealth Advisors sold out of Block Inc (XYZ) in Q4 2021, closing a stake of 4,344 shares — an estimated $1.04M sold.

Redhawk Wealth Advisors first reported a position in XYZ in Q2 2019 and held it in 5 quarters. The position peaked at $1.04M in Q3 2021. 1,364 funds tracked by Wall St. Rank hold XYZ as of Q4 2021.

  • Redhawk Wealth Advisors reported no remaining Block Inc position as of Q4 2021 after selling out during the quarter.
  • Redhawk Wealth Advisors sold 4,344 Block Inc shares in Q4 2021, an estimated $1.04M.
  • Redhawk Wealth Advisors first reported a position in Block Inc in Q2 2019 and held it in 5 quarters.
  • Redhawk Wealth Advisors's Block Inc position peaked at $1.04M in Q3 2021.
  • 1,364 funds tracked by Wall St. Rank held Block Inc as of Q4 2021.

Based on Redhawk Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.