RFA
XYZ

Reilly Financial Advisors’s Block Inc XYZ Stock Holding History

Reilly Financial 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 		$34K Buy
213
+9
+4% +$1.95K ﹤0.01% 474
2021
Q3 		$49K Hold
204
– – ﹤0.01% 381
2021
Q2 		$50K Buy
204
+107
+110% +$24.8K ﹤0.01% 378
2021
Q1 		$22K Buy
97
+26
+37% +$6.08K ﹤0.01% 526
2020
Q4 		$15K Buy
71
+55
+344% +$10.7K ﹤0.01% 556
2020
Q3 		$3K Sell
16
-30
-65% -$4.24K ﹤0.01% 729
2020
Q2 		$5K Buy
+46
New +$3.52K ﹤0.01% 716
2019
Q1 		– Sell
-280
Closed -$16K – 1003
2018
Q4 		$16K Buy
+280
New +$19.8K ﹤0.01% 557
2017
Q4 		– Sell
-200
Closed -$6K – 1037
2017
Q3 		$6K Hold
200
– – ﹤0.01% 733
2017
Q2 		$5K Buy
+200
New +$4.13K ﹤0.01% 782

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 $175B AUM 40.63% 1-Year Est. Return

Reilly Financial Advisors's XYZ Position: Q4 2021 in Review

Reilly Financial Advisors increased its Block Inc (XYZ) stake by 4.4% in Q4 2021, buying an estimated $1.95K and bringing the position to 213 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Reilly Financial Advisors first reported a position in XYZ in Q2 2017 and has held it in 10 quarters since. The position peaked at $50K in Q2 2021. 1,365 funds tracked by Wall St. Rank hold XYZ as of Q4 2021.

  • Reilly Financial Advisors held 213 shares of Block Inc worth $34K as of Q4 2021.
  • Reilly Financial Advisors bought 9 Block Inc shares in Q4 2021, an estimated $1.95K.
  • Block Inc made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #474 holding.
  • Reilly Financial Advisors first reported a position in Block Inc in Q2 2017 and has held it in 10 quarters since.
  • Reilly Financial Advisors's Block Inc position peaked at $50K in Q2 2021.
  • 1,365 funds tracked by Wall St. Rank held Block Inc as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.