RC
XYZ

Regents Capital’s Block Inc XYZ Stock Holding History

Regents Capital’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 		$1.24M Buy
+5,000
New +$1.16M 1.61% 6

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Regents Capital's XYZ Position: Q2 2021 in Review

Regents Capital opened a new position in Block Inc (XYZ) in Q2 2021: 5,000 shares worth $1.24M. The stake represents 1.61% of the portfolio and ranks #6 among its holdings.

1,349 funds tracked by Wall St. Rank hold XYZ as of Q2 2021.

  • Regents Capital held 5,000 shares of Block Inc worth $1.24M as of Q2 2021.
  • Block Inc was a new Regents Capital position in Q2 2021.
  • Block Inc made up 1.61% of Regents Capital's portfolio in Q2 2021, its #6 holding.
  • 1,349 funds tracked by Wall St. Rank held Block Inc as of Q2 2021.

Based on Regents Capital's 13F filing for Q2 2021, filed 16 Aug 2021.