TFA
XYZ

Tobias Financial Advisors’s Block Inc XYZ Stock Holding History

Tobias Financial Advisors’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
2020
Q1 		– Sell
-100
Closed -$6K – 304
2019
Q4 		$6K Buy
+100
New +$6.39K ﹤0.01% 211

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Tobias Financial Advisors's XYZ Position: Q1 2020 in Review

Tobias Financial Advisors sold out of Block Inc (XYZ) in Q1 2020, closing a stake of 100 shares — an estimated $6K sold.

Tobias Financial Advisors first reported a position in XYZ in Q4 2019 and held it in 1 quarter. The position peaked at $6K in Q4 2019. 756 funds tracked by Wall St. Rank hold XYZ as of Q1 2020.

  • Tobias Financial Advisors reported no remaining Block Inc position as of Q1 2020 after selling out during the quarter.
  • Tobias Financial Advisors sold 100 Block Inc shares in Q1 2020, an estimated $6K.
  • Tobias Financial Advisors first reported a position in Block Inc in Q4 2019 and held it in 1 quarter.
  • Tobias Financial Advisors's Block Inc position peaked at $6K in Q4 2019.
  • 756 funds tracked by Wall St. Rank held Block Inc as of Q1 2020.

Based on Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.