WealthShield Partners’s Block Inc XYZ Stock Holding History

WealthShield Partners’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 Q3	–	Sell	-49	Closed	-$12K	–	772
2021 Q2	$12K	Sell	49 -199	-80%	-$46.2K	﹤0.01%	739
2021 Q1	$56K	Buy	+248	New	+$58K	0.01%	433

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

WealthShield Partners's XYZ Position: Q3 2021 in Review

WealthShield Partners sold out of Block Inc (XYZ) in Q3 2021, closing a stake of 49 shares — an estimated $12K sold.

WealthShield Partners first reported a position in XYZ in Q1 2021 and held it in 2 quarters. The position peaked at $56K in Q1 2021. 1,379 funds tracked by Wall St. Rank hold XYZ as of Q3 2021.

WealthShield Partners reported no remaining Block Inc position as of Q3 2021 after selling out during the quarter.
WealthShield Partners sold 49 Block Inc shares in Q3 2021, an estimated $12K.
WealthShield Partners first reported a position in Block Inc in Q1 2021 and held it in 2 quarters.
WealthShield Partners's Block Inc position peaked at $56K in Q1 2021.
1,379 funds tracked by Wall St. Rank held Block Inc as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.