Waters Parkerson & Co’s Block Inc XYZ Stock Holding History

Waters Parkerson & Co’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	–	Sell	-1,100	Closed	-$264K	–	181
2021 Q3	$264K	Hold	1,100	–	–	0.02%	158
2021 Q2	$268K	Buy	+1,100	New	+$255K	0.02%	158

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Waters Parkerson & Co's XYZ Position: Q4 2021 in Review

Waters Parkerson & Co sold out of Block Inc (XYZ) in Q4 2021, closing a stake of 1,100 shares — an estimated $264K sold.

Waters Parkerson & Co first reported a position in XYZ in Q2 2021 and held it in 2 quarters. The position peaked at $268K in Q2 2021. 1,365 funds tracked by Wall St. Rank hold XYZ as of Q4 2021.

Waters Parkerson & Co reported no remaining Block Inc position as of Q4 2021 after selling out during the quarter.
Waters Parkerson & Co sold 1,100 Block Inc shares in Q4 2021, an estimated $264K.
Waters Parkerson & Co first reported a position in Block Inc in Q2 2021 and held it in 2 quarters.
Waters Parkerson & Co's Block Inc position peaked at $268K in Q2 2021.
1,365 funds tracked by Wall St. Rank held Block Inc as of Q4 2021.

Based on Waters Parkerson & Co's 13F filing for Q4 2021, filed 14 Feb 2022.