WDC
XYZ

Woodward Diversified Capital’s Block Inc XYZ Stock Holding History

Woodward Diversified Capital’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
-1,151
Closed -$276K – 219
2021
Q3 		$276K Buy
1,151
+46
+4% +$11.8K 0.17% 141
2021
Q2 		$269K Buy
1,105
+52
+5% +$12.1K 0.15% 158
2021
Q1 		$239K Sell
1,053
-2
-0.2% -$468 0.14% 167
2020
Q4 		$230K Buy
+1,055
New +$206K 0.15% 138

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

Woodward Diversified Capital's XYZ Position: Q4 2021 in Review

Woodward Diversified Capital sold out of Block Inc (XYZ) in Q4 2021, closing a stake of 1,151 shares — an estimated $276K sold.

Woodward Diversified Capital first reported a position in XYZ in Q4 2020 and held it in 4 quarters. The position peaked at $276K in Q3 2021. 1,364 funds tracked by Wall St. Rank hold XYZ as of Q4 2021.

  • Woodward Diversified Capital reported no remaining Block Inc position as of Q4 2021 after selling out during the quarter.
  • Woodward Diversified Capital sold 1,151 Block Inc shares in Q4 2021, an estimated $276K.
  • Woodward Diversified Capital first reported a position in Block Inc in Q4 2020 and held it in 4 quarters.
  • Woodward Diversified Capital's Block Inc position peaked at $276K in Q3 2021.
  • 1,364 funds tracked by Wall St. Rank held Block Inc as of Q4 2021.

Based on Woodward Diversified Capital's 13F filing for Q4 2021, filed 28 Jan 2022.