Sonora Investment Management’s Block Inc XYZ Stock Holding History

Sonora Investment Management’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	$34K	Hold	143	–	–	﹤0.01%	503
2021 Q2	$35K	Buy	143 +126	+741%	+$29.2K	﹤0.01%	461
2021 Q1	$4K	Hold	17	–	–	﹤0.01%	1598
2020 Q4	$4K	Hold	17	–	–	﹤0.01%	1515
2020 Q3	$3K	Hold	17	–	–	﹤0.01%	1597
2020 Q2	$2K	Hold	17	–	–	﹤0.01%	1601
2020 Q1	$1K	Hold	17	–	–	﹤0.01%	1612
2019 Q4	$1K	Hold	17	–	–	﹤0.01%	1644
2019 Q3	$1K	Sell	17 -33	-66%	-$2.24K	﹤0.01%	1635
2019 Q2	$4K	Buy	+50	New	+$3.49K	﹤0.01%	1465
2018 Q4	–	Sell	-500	Closed	-$50K	–	1294
2018 Q3	$50K	Hold	500	–	–	0.01%	415
2018 Q2	$31K	Hold	500	–	–	﹤0.01%	495
2018 Q1	$24.6K	Hold	500	–	–	﹤0.01%	522
2017 Q4	$17.3K	Hold	500	–	–	﹤0.01%	635
2017 Q3	$14.4K	Sell	500 -55	-10%	-$1.44K	﹤0.01%	614
2017 Q2	$13K	Hold	555	–	–	﹤0.01%	628
2017 Q1	$9.59K	Hold	555	–	–	﹤0.01%	707
2016 Q4	$7.57K	Buy	555 +500	+909%	+$6.22K	﹤0.01%	653
2016 Q3	$641	Hold	55	–	–	﹤0.01%	798
2016 Q2	$498	Buy	55 +40	+267%	+$452	﹤0.01%	824
2016 Q1	$204	Buy	+15	New	+$162	﹤0.01%	930

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

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

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

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

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

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

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Sonora Investment Management's XYZ Position: Q3 2021 in Review

Sonora Investment Management held its Block Inc (XYZ) position steady in Q3 2021 at 143 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

Sonora Investment Management first reported a position in XYZ in Q1 2016 and has held it in 21 quarters since. The position peaked at $50K in Q3 2018. 1,378 funds tracked by Wall St. Rank hold XYZ as of Q3 2021.

Sonora Investment Management held 143 shares of Block Inc worth $34K as of Q3 2021.
Sonora Investment Management left its Block Inc share count unchanged in Q3 2021.
Block Inc made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #503 holding.
Sonora Investment Management first reported a position in Block Inc in Q1 2016 and has held it in 21 quarters since.
Sonora Investment Management's Block Inc position peaked at $50K in Q3 2018.
1,378 funds tracked by Wall St. Rank held Block Inc as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.