SkyOak Wealth’s Block Inc XYZ Stock Holding History

SkyOak Wealth’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	-1,053	Closed	-$253K	–	261
2021 Q3	$253K	Buy	1,053 +25	+2%	+$6.42K	0.07%	199
2021 Q2	$251K	Hold	1,028	–	–	0.07%	191
2021 Q1	$261K	Sell	1,028 -2	-0.2%	-$468	0.07%	188
2020 Q4	$224K	Buy	+1,030	New	+$201K	0.07%	192
2020 Q3	–	Sell	-7,716	Closed	-$810K	–	253
2020 Q2	$810K	Buy	+7,716	New	+$591K	0.3%	82

Other funds holding XYZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

SkyOak Wealth's XYZ Position: Q4 2021 in Review

SkyOak Wealth sold out of Block Inc (XYZ) in Q4 2021, closing a stake of 1,053 shares — an estimated $253K sold.

SkyOak Wealth first reported a position in XYZ in Q2 2020 and held it in 5 quarters. The position peaked at $810K in Q2 2020. 1,364 funds tracked by Wall St. Rank hold XYZ as of Q4 2021.

SkyOak Wealth reported no remaining Block Inc position as of Q4 2021 after selling out during the quarter.
SkyOak Wealth sold 1,053 Block Inc shares in Q4 2021, an estimated $253K.
SkyOak Wealth first reported a position in Block Inc in Q2 2020 and held it in 5 quarters.
SkyOak Wealth's Block Inc position peaked at $810K in Q2 2020.
1,364 funds tracked by Wall St. Rank held Block Inc as of Q4 2021.

Based on SkyOak Wealth's 13F filing for Q4 2021, filed 24 Jan 2022.