WIA
XYZ

Wealthstreet Investment Advisors’s Block Inc XYZ Stock Holding History

Wealthstreet Investment Advisors’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
Q2 		– Sell
-1,900
Closed -$431K – 339
2021
Q1 		$431K Buy
1,900
+25
+1% +$5.85K 0.04% 268
2020
Q4 		$408K Sell
1,875
-75
-4% -$14.6K 0.04% 264
2020
Q3 		$317K Buy
+1,950
New +$275K 0.04% 273
2020
Q1 		– Sell
-13,775
Closed -$862K – 350
2019
Q4 		$862K Sell
13,775
-1,050
-7% -$67.1K 0.1% 165
2019
Q3 		$925K Buy
14,825
+5,380
+57% +$365K 0.12% 146
2019
Q2 		$685K Sell
9,445
-300
-3% -$21K 0.09% 180
2019
Q1 		$730K Buy
9,745
+100
+1% +$7.25K 0.1% 176
2018
Q4 		$735K Buy
+9,645
New +$681K 0.1% 167

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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Wealthstreet Investment Advisors's XYZ Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Block Inc (XYZ) in Q2 2021, closing a stake of 1,900 shares — an estimated $431K sold.

Wealthstreet Investment Advisors first reported a position in XYZ in Q4 2018 and held it in 8 quarters. The position peaked at $925K in Q3 2019. 1,350 funds tracked by Wall St. Rank hold XYZ as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining Block Inc position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 1,900 Block Inc shares in Q2 2021, an estimated $431K.
  • Wealthstreet Investment Advisors first reported a position in Block Inc in Q4 2018 and held it in 8 quarters.
  • Wealthstreet Investment Advisors's Block Inc position peaked at $925K in Q3 2019.
  • 1,350 funds tracked by Wall St. Rank held Block Inc as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.