APM
XYZ

Advanced Portfolio Management’s Block Inc XYZ Stock Holding History

Advanced Portfolio Management’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
2023
Q4 		– Sell
-40,000
Closed -$1.77M – 115
2023
Q3 		$1.77M Buy
+40,000
New +$2.48M 1.49% 23

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Advanced Portfolio Management's XYZ Position: Q4 2023 in Review

Advanced Portfolio Management sold out of Block Inc (XYZ) in Q4 2023, closing a stake of 40,000 shares — an estimated $1.77M sold.

Advanced Portfolio Management first reported a position in XYZ in Q3 2023 and held it in 1 quarter. The position peaked at $1.77M in Q3 2023. 1,029 funds tracked by Wall St. Rank hold XYZ as of Q4 2023.

  • Advanced Portfolio Management reported no remaining Block Inc position as of Q4 2023 after selling out during the quarter.
  • Advanced Portfolio Management sold 40,000 Block Inc shares in Q4 2023, an estimated $1.77M.
  • Advanced Portfolio Management first reported a position in Block Inc in Q3 2023 and held it in 1 quarter.
  • Advanced Portfolio Management's Block Inc position peaked at $1.77M in Q3 2023.
  • 1,029 funds tracked by Wall St. Rank held Block Inc as of Q4 2023.

Based on Advanced Portfolio Management's 13F filing for Q4 2023, filed 14 Feb 2024.