SIAG
XYZ

Safeguard Investment Advisory Group’s Block Inc XYZ Stock Holding History

Safeguard Investment Advisory Group’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
Q1 		– Sell
-506
Closed -$110K – 756
2020
Q4 		$110K Buy
+506
New +$98.7K 0.1% 109

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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Safeguard Investment Advisory Group's XYZ Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Block Inc (XYZ) in Q1 2021, closing a stake of 506 shares — an estimated $110K sold.

Safeguard Investment Advisory Group first reported a position in XYZ in Q4 2020 and held it in 1 quarter. The position peaked at $110K in Q4 2020. 1,297 funds tracked by Wall St. Rank hold XYZ as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Block Inc position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 506 Block Inc shares in Q1 2021, an estimated $110K.
  • Safeguard Investment Advisory Group first reported a position in Block Inc in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Block Inc position peaked at $110K in Q4 2020.
  • 1,297 funds tracked by Wall St. Rank held Block Inc as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.