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Symphony Financial’s Block Inc XYZ Stock Holding History

Symphony Financial’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
Q2 		– Sell
-5,450
Closed -$1.29M – 205
2021
Q1 		$1.29M Buy
+5,450
New +$1.27M 0.34% 56
2020
Q4 		– Sell
-1,600
Closed -$260K – 158
2020
Q3 		$260K Sell
1,600
-2,200
-58% -$311K 0.11% 115
2020
Q2 		$399K Buy
+3,800
New +$291K 0.19% 94

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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Symphony Financial's XYZ Position: Q2 2021 in Review

Symphony Financial sold out of Block Inc (XYZ) in Q2 2021, closing a stake of 5,450 shares — an estimated $1.29M sold.

Symphony Financial first reported a position in XYZ in Q2 2020 and held it in 3 quarters. The position peaked at $1.29M in Q1 2021. 1,352 funds tracked by Wall St. Rank hold XYZ as of Q2 2021.

  • Symphony Financial reported no remaining Block Inc position as of Q2 2021 after selling out during the quarter.
  • Symphony Financial sold 5,450 Block Inc shares in Q2 2021, an estimated $1.29M.
  • Symphony Financial first reported a position in Block Inc in Q2 2020 and held it in 3 quarters.
  • Symphony Financial's Block Inc position peaked at $1.29M in Q1 2021.
  • 1,352 funds tracked by Wall St. Rank held Block Inc as of Q2 2021.

Based on Symphony Financial's 13F filing for Q2 2021, filed 13 Jul 2021.