Western Financial Corp’s Block Inc XYZ Stock Holding History

Western Financial Corp’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	-4,912	Closed	-$1.18M	–	93
2021 Q3	$1.18M	Buy	4,912 +254	+5%	+$65.2K	0.7%	27
2021 Q2	$1.14M	Buy	+4,658	New	+$1.08M	0.61%	30

Other funds holding XYZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Western Financial Corp's XYZ Position: Q4 2021 in Review

Western Financial Corp sold out of Block Inc (XYZ) in Q4 2021, closing a stake of 4,912 shares — an estimated $1.18M sold.

Western Financial Corp first reported a position in XYZ in Q2 2021 and held it in 2 quarters. The position peaked at $1.18M in Q3 2021. 1,364 funds tracked by Wall St. Rank hold XYZ as of Q4 2021.

Western Financial Corp reported no remaining Block Inc position as of Q4 2021 after selling out during the quarter.
Western Financial Corp sold 4,912 Block Inc shares in Q4 2021, an estimated $1.18M.
Western Financial Corp first reported a position in Block Inc in Q2 2021 and held it in 2 quarters.
Western Financial Corp's Block Inc position peaked at $1.18M in Q3 2021.
1,364 funds tracked by Wall St. Rank held Block Inc as of Q4 2021.

Based on Western Financial Corp's 13F filing for Q4 2021, filed 19 Jan 2022.