Sowa Financial Group’s Block Inc XYZ Stock Holding History

Sowa Financial 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	-135	Closed	-$29K	–	234
2020 Q4	$29K	Hold	135	–	–	0.02%	162
2020 Q3	$22K	Hold	135	–	–	0.02%	173
2020 Q2	$14K	Hold	135	–	–	0.01%	205
2020 Q1	$7K	Hold	135	–	–	0.01%	233
2019 Q4	$8K	Buy	+135	New	+$8.63K	0.01%	235

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

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

AIM

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Sowa Financial Group's XYZ Position: Q1 2021 in Review

Sowa Financial Group sold out of Block Inc (XYZ) in Q1 2021, closing a stake of 135 shares — an estimated $29K sold.

Sowa Financial Group first reported a position in XYZ in Q4 2019 and held it in 5 quarters. The position peaked at $29K in Q4 2020. 1,299 funds tracked by Wall St. Rank hold XYZ as of Q1 2021.

Sowa Financial Group reported no remaining Block Inc position as of Q1 2021 after selling out during the quarter.
Sowa Financial Group sold 135 Block Inc shares in Q1 2021, an estimated $29K.
Sowa Financial Group first reported a position in Block Inc in Q4 2019 and held it in 5 quarters.
Sowa Financial Group's Block Inc position peaked at $29K in Q4 2020.
1,299 funds tracked by Wall St. Rank held Block Inc as of Q1 2021.

Based on Sowa Financial Group's 13F filing for Q1 2021, filed 7 Apr 2021.