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Weaver Consulting Group’s Block Inc XYZ Stock Holding History

Weaver Consulting Group’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
2020
Q4 		– Sell
-610
Closed -$99K – 948
2020
Q3 		$99K Sell
610
-150
-20% -$21.2K 0.06% 192
2020
Q2 		$80K Buy
760
+120
+19% +$9.19K 0.05% 208
2020
Q1 		$34K Sell
640
-237
-27% -$16.2K 0.02% 267
2019
Q4 		$54K Buy
877
+750
+591% +$47.9K 0.03% 228
2019
Q3 		$10K Hold
127
– – 0.01% 491
2019
Q2 		$9K Hold
127
– – ﹤0.01% 492
2019
Q1 		$9K Buy
+127
New +$9.2K ﹤0.01% 980

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
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
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Weaver Consulting Group's XYZ Position: Q4 2020 in Review

Weaver Consulting Group sold out of Block Inc (XYZ) in Q4 2020, closing a stake of 610 shares — an estimated $99K sold.

Weaver Consulting Group first reported a position in XYZ in Q1 2019 and held it in 7 quarters. The position peaked at $99K in Q3 2020. 1,244 funds tracked by Wall St. Rank hold XYZ as of Q4 2020.

  • Weaver Consulting Group reported no remaining Block Inc position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 610 Block Inc shares in Q4 2020, an estimated $99K.
  • Weaver Consulting Group first reported a position in Block Inc in Q1 2019 and held it in 7 quarters.
  • Weaver Consulting Group's Block Inc position peaked at $99K in Q3 2020.
  • 1,244 funds tracked by Wall St. Rank held Block Inc as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.