WU
XYZ

Wealthsimple US’s Block Inc XYZ Stock Holding History

Wealthsimple US’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
Q1 		$737K Hold
3,245
– – 0.44% 15
2020
Q4 		$706K Hold
3,245
– – 0.39% 15
2020
Q3 		$527K Sell
3,245
-13
-0.4% -$1.84K 0.35% 15
2020
Q2 		$342K Sell
3,258
-2,522
-44% -$193K 0.26% 26
2020
Q1 		$303K Hold
5,780
– – 0.27% 25
2019
Q4 		$362K Buy
+5,780
New +$369K 0.29% 21

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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 $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Wealthsimple US's XYZ Position: Q1 2021 in Review

Wealthsimple US held its Block Inc (XYZ) position steady in Q1 2021 at 3,245 shares worth $737K. The position accounts for 0.44% of the portfolio, ranked #15.

Wealthsimple US first reported a position in XYZ in Q4 2019 and has held it in 6 quarters since. 1,297 funds tracked by Wall St. Rank hold XYZ as of Q1 2021.

  • Wealthsimple US held 3,245 shares of Block Inc worth $737K as of Q1 2021.
  • Wealthsimple US left its Block Inc share count unchanged in Q1 2021.
  • Block Inc made up 0.44% of Wealthsimple US's portfolio in Q1 2021, its #15 holding.
  • Wealthsimple US first reported a position in Block Inc in Q4 2019 and has held it in 6 quarters since.
  • 1,297 funds tracked by Wall St. Rank held Block Inc as of Q1 2021.

Based on Wealthsimple US's 13F filing for Q1 2021, filed 12 May 2021.