Wells Financial Advisors’s Block Inc XYZ Stock Holding History

Wells Financial 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 Q1	–	Sell	-300	Closed	-$65K	–	64
2020 Q4	$65K	Buy	+300	New	+$58.5K	0.06%	47

Other funds holding XYZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $167B AUM 44.17% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Wells Financial Advisors's XYZ Position: Q1 2021 in Review

Wells Financial Advisors sold out of Block Inc (XYZ) in Q1 2021, closing a stake of 300 shares — an estimated $65K sold.

Wells Financial Advisors first reported a position in XYZ in Q4 2020 and held it in 1 quarter. The position peaked at $65K in Q4 2020. 1,299 funds tracked by Wall St. Rank hold XYZ as of Q1 2021.

Wells Financial Advisors reported no remaining Block Inc position as of Q1 2021 after selling out during the quarter.
Wells Financial Advisors sold 300 Block Inc shares in Q1 2021, an estimated $65K.
Wells Financial Advisors first reported a position in Block Inc in Q4 2020 and held it in 1 quarter.
Wells Financial Advisors's Block Inc position peaked at $65K in Q4 2020.
1,299 funds tracked by Wall St. Rank held Block Inc as of Q1 2021.

Based on Wells Financial Advisors's 13F filing for Q1 2021, filed 12 May 2021.