USA Financial Formulas’s Block Inc XYZ Stock Holding History

USA Financial Formulas’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	-1,129	Closed	-$256K	–	460
2021 Q1	$256K	Buy	+1,129	New	+$264K	0.21%	116

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

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

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

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

USA Financial Formulas's XYZ Position: Q2 2021 in Review

USA Financial Formulas sold out of Block Inc (XYZ) in Q2 2021, closing a stake of 1,129 shares — an estimated $256K sold.

USA Financial Formulas first reported a position in XYZ in Q1 2021 and held it in 1 quarter. The position peaked at $256K in Q1 2021. 1,352 funds tracked by Wall St. Rank hold XYZ as of Q2 2021.

USA Financial Formulas reported no remaining Block Inc position as of Q2 2021 after selling out during the quarter.
USA Financial Formulas sold 1,129 Block Inc shares in Q2 2021, an estimated $256K.
USA Financial Formulas first reported a position in Block Inc in Q1 2021 and held it in 1 quarter.
USA Financial Formulas's Block Inc position peaked at $256K in Q1 2021.
1,352 funds tracked by Wall St. Rank held Block Inc as of Q2 2021.

Based on USA Financial Formulas's 13F filing for Q2 2021, filed 29 Jul 2021.