RPGK
XYZ

Retirement Planning Group (Kansas)’s Block Inc XYZ Stock Holding History

Retirement Planning Group (Kansas)’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
-1,261
Closed -$302K – 111
2021
Q3 		$302K Buy
+1,261
New +$324K 0.03% 73

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 $154B AUM 29.96% 1-Year Est. Return

Retirement Planning Group (Kansas)'s XYZ Position: Q4 2021 in Review

Retirement Planning Group (Kansas) sold out of Block Inc (XYZ) in Q4 2021, closing a stake of 1,261 shares — an estimated $302K sold.

Retirement Planning Group (Kansas) first reported a position in XYZ in Q3 2021 and held it in 1 quarter. The position peaked at $302K in Q3 2021. 1,364 funds tracked by Wall St. Rank hold XYZ as of Q4 2021.

  • Retirement Planning Group (Kansas) reported no remaining Block Inc position as of Q4 2021 after selling out during the quarter.
  • Retirement Planning Group (Kansas) sold 1,261 Block Inc shares in Q4 2021, an estimated $302K.
  • Retirement Planning Group (Kansas) first reported a position in Block Inc in Q3 2021 and held it in 1 quarter.
  • Retirement Planning Group (Kansas)'s Block Inc position peaked at $302K in Q3 2021.
  • 1,364 funds tracked by Wall St. Rank held Block Inc as of Q4 2021.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q4 2021, filed 20 Jan 2022.