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Regent Peak Wealth Advisors’s Block Inc XYZ Stock Holding History

Regent Peak 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
-1,004
Closed -$241K – 175
2021
Q3 		$241K Sell
1,004
-1
-0.1% -$257 0.07% 151
2021
Q2 		$248K Sell
1,005
-1
-0.1% -$232 0.07% 145
2021
Q1 		$228K Buy
1,006
+73
+8% +$17.1K 0.07% 139
2020
Q4 		$203K Buy
+933
New +$182K 0.07% 139

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 $3.38T AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Regent Peak Wealth Advisors's XYZ Position: Q4 2021 in Review

Regent Peak Wealth Advisors sold out of Block Inc (XYZ) in Q4 2021, closing a stake of 1,004 shares — an estimated $241K sold.

Regent Peak Wealth Advisors first reported a position in XYZ in Q4 2020 and held it in 4 quarters. The position peaked at $248K in Q2 2021. 1,365 funds tracked by Wall St. Rank hold XYZ as of Q4 2021.

  • Regent Peak Wealth Advisors reported no remaining Block Inc position as of Q4 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 1,004 Block Inc shares in Q4 2021, an estimated $241K.
  • Regent Peak Wealth Advisors first reported a position in Block Inc in Q4 2020 and held it in 4 quarters.
  • Regent Peak Wealth Advisors's Block Inc position peaked at $248K in Q2 2021.
  • 1,365 funds tracked by Wall St. Rank held Block Inc as of Q4 2021.

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