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YorkBridge Wealth Partners’s Block Inc XYZ Stock Holding History

YorkBridge Wealth Partners’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
-1,018
Closed -$244K – 288
2021
Q3 		$244K Hold
1,018
– – 0.06% 238
2021
Q2 		$248K Sell
1,018
-650
-39% -$151K 0.06% 231
2021
Q1 		$379K Buy
1,668
+578
+53% +$135K 0.11% 149
2020
Q4 		$237K Buy
+1,090
New +$213K 0.08% 180

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

YorkBridge Wealth Partners's XYZ Position: Q4 2021 in Review

YorkBridge Wealth Partners sold out of Block Inc (XYZ) in Q4 2021, closing a stake of 1,018 shares — an estimated $244K sold.

YorkBridge Wealth Partners first reported a position in XYZ in Q4 2020 and held it in 4 quarters. The position peaked at $379K in Q1 2021. 1,365 funds tracked by Wall St. Rank hold XYZ as of Q4 2021.

  • YorkBridge Wealth Partners reported no remaining Block Inc position as of Q4 2021 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 1,018 Block Inc shares in Q4 2021, an estimated $244K.
  • YorkBridge Wealth Partners first reported a position in Block Inc in Q4 2020 and held it in 4 quarters.
  • YorkBridge Wealth Partners's Block Inc position peaked at $379K in Q1 2021.
  • 1,365 funds tracked by Wall St. Rank held Block Inc as of Q4 2021.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2021, filed 19 Jan 2022.