Shine Investment Advisory Services’s Block Inc XYZ Stock Holding History

Shine Investment Advisory Services’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 Q3	$18K	Sell	111 -154	-58%	-$21.7K	0.01%	465
2020 Q2	$28K	Sell	265 -235	-47%	-$18K	0.01%	408
2020 Q1	$26K	Buy	500 +380	+317%	+$26K	0.01%	383
2019 Q4	$8K	Hold	120	–	–	﹤0.01%	628
2019 Q3	$7K	Buy	120 +70	+140%	+$4.75K	﹤0.01%	629
2019 Q2	$4K	Sell	50 -458	-90%	-$32K	﹤0.01%	638
2019 Q1	$38K	Buy	508 +366	+258%	+$26.5K	0.02%	355
2018 Q4	$8K	Sell	142 -25	-15%	-$1.76K	﹤0.01%	556
2018 Q3	$17K	Hold	167	–	–	0.01%	466
2018 Q2	$10K	Hold	167	–	–	0.01%	531
2018 Q1	$8K	Buy	+167	New	+$7.67K	﹤0.01%	566

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AIM

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

Shine Investment Advisory Services's XYZ Position: Q3 2020 in Review

Shine Investment Advisory Services reduced its Block Inc (XYZ) stake by 58% in Q3 2020, selling an estimated $21.7K and leaving 111 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #465.

Shine Investment Advisory Services first reported a position in XYZ in Q1 2018 and has held it in 11 quarters since. The position peaked at $38K in Q1 2019. 997 funds tracked by Wall St. Rank hold XYZ as of Q3 2020.

Shine Investment Advisory Services held 111 shares of Block Inc worth $18K as of Q3 2020.
Shine Investment Advisory Services sold 154 Block Inc shares in Q3 2020, an estimated $21.7K.
Block Inc made up 0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #465 holding.
Shine Investment Advisory Services first reported a position in Block Inc in Q1 2018 and has held it in 11 quarters since.
Shine Investment Advisory Services's Block Inc position peaked at $38K in Q1 2019.
997 funds tracked by Wall St. Rank held Block Inc as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.