Regal Wealth Group’s Block Inc XYZ Stock Holding History

Regal Wealth 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 Q2	–	Sell	-62	Closed	-$14K	–	255
2021 Q1	$14K	Buy	62 +50	+417%	+$11.7K	0.01%	164
2020 Q4	$3K	Sell	12 -100	-89%	-$19.5K	﹤0.01%	190
2020 Q3	$18K	Hold	112	–	–	0.01%	129
2020 Q2	$12K	Sell	112 -200	-64%	-$15.3K	0.01%	141
2020 Q1	$16K	Buy	312 +212	+212%	+$14.5K	0.02%	114
2019 Q4	$6K	Hold	100	–	–	﹤0.01%	170
2019 Q3	$6K	Hold	100	–	–	﹤0.01%	148
2019 Q2	$7K	Hold	100	–	–	﹤0.01%	134
2019 Q1	$7K	Hold	100	–	–	0.01%	128
2018 Q4	$6K	Hold	100	–	–	0.01%	129
2018 Q3	$10K	Hold	100	–	–	0.01%	121
2018 Q2	$6K	Hold	100	–	–	0.01%	139
2018 Q1	$5K	Hold	100	–	–	﹤0.01%	147
2017 Q4	$3K	Hold	100	–	–	﹤0.01%	155
2017 Q3	$3K	Hold	100	–	–	﹤0.01%	140
2017 Q2	$2K	Hold	100	–	–	﹤0.01%	144
2017 Q1	$2K	Hold	100	–	–	﹤0.01%	144
2016 Q4	$1K	Hold	100	–	–	﹤0.01%	156
2016 Q3	$1K	Hold	100	–	–	﹤0.01%	194
2016 Q2	$1K	Buy	+100	New	+$1.13K	﹤0.01%	205

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

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

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

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

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

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Regal Wealth Group's XYZ Position: Q2 2021 in Review

Regal Wealth Group sold out of Block Inc (XYZ) in Q2 2021, closing a stake of 62 shares — an estimated $14K sold.

Regal Wealth Group first reported a position in XYZ in Q2 2016 and held it in 20 quarters. The position peaked at $18K in Q3 2020. 1,351 funds tracked by Wall St. Rank hold XYZ as of Q2 2021.

Regal Wealth Group reported no remaining Block Inc position as of Q2 2021 after selling out during the quarter.
Regal Wealth Group sold 62 Block Inc shares in Q2 2021, an estimated $14K.
Regal Wealth Group first reported a position in Block Inc in Q2 2016 and held it in 20 quarters.
Regal Wealth Group's Block Inc position peaked at $18K in Q3 2020.
1,351 funds tracked by Wall St. Rank held Block Inc as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.