RCM
XYZ

Requisite Capital Management’s Block Inc XYZ Stock Holding History

Requisite Capital Management’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
2020
Q4 		– Sell
-2,500
Closed -$406K – 78
2020
Q3 		$406K Sell
2,500
-10,310
-80% -$1.46M 0.14% 40
2020
Q2 		$1.34M Buy
12,810
+1,110
+9% +$85K 0.52% 20
2020
Q1 		$613K Buy
+11,700
New +$800K 0.26% 22

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
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
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
State Street
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Requisite Capital Management's XYZ Position: Q4 2020 in Review

Requisite Capital Management sold out of Block Inc (XYZ) in Q4 2020, closing a stake of 2,500 shares — an estimated $406K sold.

Requisite Capital Management first reported a position in XYZ in Q1 2020 and held it in 3 quarters. The position peaked at $1.34M in Q2 2020. 1,243 funds tracked by Wall St. Rank hold XYZ as of Q4 2020.

  • Requisite Capital Management reported no remaining Block Inc position as of Q4 2020 after selling out during the quarter.
  • Requisite Capital Management sold 2,500 Block Inc shares in Q4 2020, an estimated $406K.
  • Requisite Capital Management first reported a position in Block Inc in Q1 2020 and held it in 3 quarters.
  • Requisite Capital Management's Block Inc position peaked at $1.34M in Q2 2020.
  • 1,243 funds tracked by Wall St. Rank held Block Inc as of Q4 2020.

Based on Requisite Capital Management's 13F filing for Q4 2020, filed 12 Feb 2021.