Security National Trust’s Block Inc XYZ Stock Holding History

Security National Trust’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 Q3	–	Sell	-3,290	Closed	-$802K	–	407
2021 Q2	$802K	Buy	3,290 +2,890	+723%	+$670K	0.18%	98
2021 Q1	$91K	Buy	400 +300	+300%	+$70.2K	0.02%	232
2020 Q4	$22K	Buy	+100	New	+$19.5K	0.01%	315

Other funds holding XYZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Security National Trust's XYZ Position: Q3 2021 in Review

Security National Trust sold out of Block Inc (XYZ) in Q3 2021, closing a stake of 3,290 shares — an estimated $802K sold.

Security National Trust first reported a position in XYZ in Q4 2020 and held it in 3 quarters. The position peaked at $802K in Q2 2021. 1,377 funds tracked by Wall St. Rank hold XYZ as of Q3 2021.

Security National Trust reported no remaining Block Inc position as of Q3 2021 after selling out during the quarter.
Security National Trust sold 3,290 Block Inc shares in Q3 2021, an estimated $802K.
Security National Trust first reported a position in Block Inc in Q4 2020 and held it in 3 quarters.
Security National Trust's Block Inc position peaked at $802K in Q2 2021.
1,377 funds tracked by Wall St. Rank held Block Inc as of Q3 2021.

Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.