WP
XYZ icon

WealthSource Partners’s Block Inc XYZ Stock Holding History

WealthSource 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
Q1 		– Sell
-919
Closed -$200K – 457
2020
Q4 		$200K Sell
919
-700
-43% -$137K 0.02% 366
2020
Q3 		$263K Buy
+1,619
New +$229K 0.04% 288

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $7.75B AUM 33.73% 1-Year Est. Return

WealthSource Partners's XYZ Position: Q1 2021 in Review

WealthSource Partners sold out of Block Inc (XYZ) in Q1 2021, closing a stake of 919 shares — an estimated $200K sold.

WealthSource Partners first reported a position in XYZ in Q3 2020 and held it in 2 quarters. The position peaked at $263K in Q3 2020. 1,299 funds tracked by Wall St. Rank hold XYZ as of Q1 2021.

  • WealthSource Partners reported no remaining Block Inc position as of Q1 2021 after selling out during the quarter.
  • WealthSource Partners sold 919 Block Inc shares in Q1 2021, an estimated $200K.
  • WealthSource Partners first reported a position in Block Inc in Q3 2020 and held it in 2 quarters.
  • WealthSource Partners's Block Inc position peaked at $263K in Q3 2020.
  • 1,299 funds tracked by Wall St. Rank held Block Inc as of Q1 2021.

Based on WealthSource Partners's 13F filing for Q1 2021, filed 21 Jun 2021.