William Harnisch’s Block Inc XYZ Stock Holding History

William Harnisch’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	-5,000	Closed	-$813K	–	79
2020 Q3	$813K	Hold	5,000	–	–	0.14%	28
2020 Q2	$525K	Hold	5,000	–	–	0.15%	24
2020 Q1	$262K	Hold	5,000	–	–	0.1%	25
2019 Q4	$313K	Hold	5,000	–	–	0.06%	41
2019 Q3	$310K	Hold	5,000	–	–	0.07%	36
2019 Q2	$363K	Hold	5,000	–	–	0.07%	31
2019 Q1	$375K	Hold	5,000	–	–	0.08%	33
2018 Q4	$280K	Buy	5,000 +1,500	+43%	+$106K	0.07%	25
2018 Q3	$347K	Hold	3,500	–	–	0.09%	28
2018 Q2	$216K	Hold	3,500	–	–	0.04%	32
2018 Q1	$172K	Buy	+3,500	New	+$161K	0.03%	33
2017 Q4	–	Sell	-10,000	Closed	-$288K	–	58
2017 Q3	$288K	Hold	10,000	–	–	0.05%	37
2017 Q2	$235K	Hold	10,000	–	–	0.04%	46
2017 Q1	$173K	Hold	10,000	–	–	0.02%	44
2016 Q4	$136K	Hold	10,000	–	–	0.02%	41
2016 Q3	$117K	Hold	10,000	–	–	0.01%	42
2016 Q2	$91K	Buy	+10,000	New	+$113K	0.01%	42

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

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 $3.37T AUM 44.26% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

William Harnisch's XYZ Position: Q4 2020 in Review

William Harnisch sold out of Block Inc (XYZ) in Q4 2020, closing a stake of 5,000 shares — an estimated $813K sold.

William Harnisch first reported a position in XYZ in Q2 2016 and held it in 17 quarters. The position peaked at $813K in Q3 2020. 1,242 funds tracked by Wall St. Rank hold XYZ as of Q4 2020.

William Harnisch reported no remaining Block Inc position as of Q4 2020 after selling out during the quarter.
William Harnisch sold 5,000 Block Inc shares in Q4 2020, an estimated $813K.
William Harnisch first reported a position in Block Inc in Q2 2016 and held it in 17 quarters.
William Harnisch's Block Inc position peaked at $813K in Q3 2020.
1,242 funds tracked by Wall St. Rank held Block Inc as of Q4 2020.

Based on Peconic Partners's 13F filing for Q4 2020, filed 16 Feb 2021.