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WealthStone’s Block Inc XYZ Stock Holding History

WealthStone’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 		$337K Buy
1,485
+141
+10% +$33K 0.12% 130
2020
Q4 		$293K Buy
1,344
+70
+5% +$13.7K 0.1% 140
2020
Q3 		$207K Buy
+1,274
New +$180K 0.09% 158
2019
Q3 		– Sell
-5
Closed -$362 – 626
2019
Q2 		$362 Buy
+5
New +$349 ﹤0.01% 957

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

WealthStone's XYZ Position: Q1 2021 in Review

WealthStone increased its Block Inc (XYZ) stake by 10% in Q1 2021, buying an estimated $33K and bringing the position to 1,485 shares worth $337K. The position accounts for 0.12% of the portfolio, ranked #130.

WealthStone first reported a position in XYZ in Q2 2019 and has held it in 4 quarters since. 1,299 funds tracked by Wall St. Rank hold XYZ as of Q1 2021.

  • WealthStone held 1,485 shares of Block Inc worth $337K as of Q1 2021.
  • WealthStone bought 141 Block Inc shares in Q1 2021, an estimated $33K.
  • Block Inc made up 0.12% of WealthStone's portfolio in Q1 2021, its #130 holding.
  • WealthStone first reported a position in Block Inc in Q2 2019 and has held it in 4 quarters since.
  • 1,299 funds tracked by Wall St. Rank held Block Inc as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.