WAS
XYZ

WESPAC Advisors SoCal’s Block Inc XYZ Stock Holding History

WESPAC Advisors SoCal’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
Q4 		– Sell
-2,737
Closed -$646K – 87
2021
Q3 		$646K Buy
2,737
+80
+3% +$20.5K 0.21% 60
2021
Q2 		$648K Buy
2,657
+92
+4% +$21.3K 0.21% 60
2021
Q1 		$582K Buy
+2,565
New +$600K 0.23% 56
2019
Q2 		– Sell
-132
Closed -$9K – 332
2019
Q1 		$9K Buy
+132
New +$9.57K 0.01% 243

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

WESPAC Advisors SoCal's XYZ Position: Q4 2021 in Review

WESPAC Advisors SoCal sold out of Block Inc (XYZ) in Q4 2021, closing a stake of 2,737 shares — an estimated $646K sold.

WESPAC Advisors SoCal first reported a position in XYZ in Q1 2019 and held it in 4 quarters. The position peaked at $648K in Q2 2021. 1,364 funds tracked by Wall St. Rank hold XYZ as of Q4 2021.

  • WESPAC Advisors SoCal reported no remaining Block Inc position as of Q4 2021 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 2,737 Block Inc shares in Q4 2021, an estimated $646K.
  • WESPAC Advisors SoCal first reported a position in Block Inc in Q1 2019 and held it in 4 quarters.
  • WESPAC Advisors SoCal's Block Inc position peaked at $648K in Q2 2021.
  • 1,364 funds tracked by Wall St. Rank held Block Inc as of Q4 2021.

Based on WESPAC Advisors SoCal's 13F filing for Q4 2021, filed 2 Feb 2022.