VFM
XYZ

Vivid Financial Management’s Block Inc XYZ Stock Holding History

Vivid Financial Management’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 		$390K Buy
2,412
+343
+17% +$74.3K 0.15% 80
2021
Q3 		$496K Sell
2,069
-10
-0.5% -$2.57K 0.2% 62
2021
Q2 		$507K Buy
2,079
+66
+3% +$15.3K 0.21% 69
2021
Q1 		$457K Buy
2,013
+13
+0.7% +$3.04K 0.21% 72
2020
Q4 		$435K Buy
+2,000
New +$390K 0.21% 80

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Vivid Financial Management's XYZ Position: Q4 2021 in Review

Vivid Financial Management increased its Block Inc (XYZ) stake by 17% in Q4 2021, buying an estimated $74.3K and bringing the position to 2,412 shares worth $390K. The position accounts for 0.15% of the portfolio, ranked #80.

Vivid Financial Management first reported a position in XYZ in Q4 2020 and has held it in 5 quarters since. The position peaked at $507K in Q2 2021. 1,364 funds tracked by Wall St. Rank hold XYZ as of Q4 2021.

  • Vivid Financial Management held 2,412 shares of Block Inc worth $390K as of Q4 2021.
  • Vivid Financial Management bought 343 Block Inc shares in Q4 2021, an estimated $74.3K.
  • Block Inc made up 0.15% of Vivid Financial Management's portfolio in Q4 2021, its #80 holding.
  • Vivid Financial Management first reported a position in Block Inc in Q4 2020 and has held it in 5 quarters since.
  • Vivid Financial Management's Block Inc position peaked at $507K in Q2 2021.
  • 1,364 funds tracked by Wall St. Rank held Block Inc as of Q4 2021.

Based on Vivid Financial Management's 13F filing for Q4 2021, filed 21 Jan 2022.