Stokes Family Office’s Block Inc XYZ Stock Holding History

Stokes Family Office’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	-1,323	Closed	-$317K	–	262
2021 Q3	$317K	Buy	1,323 +157	+13%	+$40.3K	0.04%	180
2021 Q2	$284K	Buy	1,166 +118	+11%	+$27.4K	0.04%	181
2021 Q1	$238K	Buy	1,048 +12	+1%	+$2.81K	0.04%	180
2020 Q4	$225K	Buy	+1,036	New	+$202K	0.04%	158

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Stokes Family Office's XYZ Position: Q4 2021 in Review

Stokes Family Office sold out of Block Inc (XYZ) in Q4 2021, closing a stake of 1,323 shares — an estimated $317K sold.

Stokes Family Office first reported a position in XYZ in Q4 2020 and held it in 4 quarters. The position peaked at $317K in Q3 2021. 1,365 funds tracked by Wall St. Rank hold XYZ as of Q4 2021.

Stokes Family Office reported no remaining Block Inc position as of Q4 2021 after selling out during the quarter.
Stokes Family Office sold 1,323 Block Inc shares in Q4 2021, an estimated $317K.
Stokes Family Office first reported a position in Block Inc in Q4 2020 and held it in 4 quarters.
Stokes Family Office's Block Inc position peaked at $317K in Q3 2021.
1,365 funds tracked by Wall St. Rank held Block Inc as of Q4 2021.

Based on Stokes Family Office's 13F filing for Q4 2021, filed 15 Feb 2022.