API
XYZ

Advisor Partners II’s Block Inc XYZ Stock Holding History

Advisor Partners II’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
Q3 		$361K Buy
8,154
+326
+4% +$20.2K 0.01% 865
2023
Q2 		$521K Buy
7,828
+3,743
+92% +$234K 0.02% 592
2023
Q1 		$280K Buy
4,085
+207
+5% +$15.5K 0.02% 765
2022
Q4 		$244K Buy
+3,878
New +$239K 0.02% 765

Other funds holding XYZ

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Advisor Partners II's XYZ Position: Q3 2023 in Review

Advisor Partners II increased its Block Inc (XYZ) stake by 4.2% in Q3 2023, buying an estimated $20.2K and bringing the position to 8,154 shares worth $361K. The position accounts for 0.01% of the portfolio, ranked #865.

Advisor Partners II first reported a position in XYZ in Q4 2022 and has held it in 4 quarters since. The position peaked at $521K in Q2 2023. 886 funds tracked by Wall St. Rank hold XYZ as of Q3 2023.

  • Advisor Partners II held 8,154 shares of Block Inc worth $361K as of Q3 2023.
  • Advisor Partners II bought 326 Block Inc shares in Q3 2023, an estimated $20.2K.
  • Block Inc made up 0.01% of Advisor Partners II's portfolio in Q3 2023, its #865 holding.
  • Advisor Partners II first reported a position in Block Inc in Q4 2022 and has held it in 4 quarters since.
  • Advisor Partners II's Block Inc position peaked at $521K in Q2 2023.
  • 886 funds tracked by Wall St. Rank held Block Inc as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.