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Summit Wealth & Retirement Planning’s Block Inc XYZ Stock Holding History

Summit Wealth & Retirement Planning’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
-1,149
Closed -$250K – 127
2020
Q4 		$250K Buy
+1,149
New +$224K 0.09% 101

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
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
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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

Summit Wealth & Retirement Planning's XYZ Position: Q1 2021 in Review

Summit Wealth & Retirement Planning sold out of Block Inc (XYZ) in Q1 2021, closing a stake of 1,149 shares — an estimated $250K sold.

Summit Wealth & Retirement Planning first reported a position in XYZ in Q4 2020 and held it in 1 quarter. The position peaked at $250K in Q4 2020. 1,299 funds tracked by Wall St. Rank hold XYZ as of Q1 2021.

  • Summit Wealth & Retirement Planning reported no remaining Block Inc position as of Q1 2021 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 1,149 Block Inc shares in Q1 2021, an estimated $250K.
  • Summit Wealth & Retirement Planning first reported a position in Block Inc in Q4 2020 and held it in 1 quarter.
  • Summit Wealth & Retirement Planning's Block Inc position peaked at $250K in Q4 2020.
  • 1,299 funds tracked by Wall St. Rank held Block Inc as of Q1 2021.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2021, filed 10 May 2021.