ACI
XYZ

Alpha Cubed Investments’s Block Inc XYZ Stock Holding History

Alpha Cubed Investments’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
2025
Q1 		– Sell
-12,529
Closed -$1.06M – 317
2024
Q4 		$1.06M Buy
+12,529
New +$1.03M 0.05% 109
2022
Q3 		– Sell
-3,519
Closed -$216K – 322
2022
Q2 		$216K Buy
3,519
+340
+11% +$31.1K 0.02% 278
2022
Q1 		$431K Buy
3,179
+97
+3% +$11.7K 0.03% 209
2021
Q4 		$498K Sell
3,082
-269
-8% -$58.3K 0.03% 177
2021
Q3 		$804K Sell
3,351
-1,106
-25% -$284K 0.06% 126
2021
Q2 		$1.09M Buy
4,457
+1,245
+39% +$289K 0.08% 112
2021
Q1 		$729K Sell
3,212
-80
-2% -$18.7K 0.06% 132
2020
Q4 		$716K Buy
3,292
+250
+8% +$48.8K 0.06% 125
2020
Q3 		$494K Sell
3,042
-774
-20% -$109K 0.05% 137
2020
Q2 		$400K Sell
3,816
-785
-17% -$60.1K 0.04% 142
2020
Q1 		$241K Sell
4,601
-70
-1% -$4.79K 0.03% 180
2019
Q4 		$292K Buy
4,671
+227
+5% +$14.5K 0.03% 198
2019
Q3 		$275K Sell
4,444
-15
-0.3% -$1.02K 0.03% 196
2019
Q2 		$323K Sell
4,459
-32
-0.7% -$2.24K 0.04% 174
2019
Q1 		$336K Buy
+4,491
New +$325K 0.04% 163
2018
Q4 		– Sell
-4,208
Closed -$312K – 319
2018
Q3 		$312K Buy
4,208
+791
+23% +$61K 0.04% 231
2018
Q2 		$211K Buy
+3,417
New +$188K 0.03% 206

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Alpha Cubed Investments's XYZ Position: Q1 2025 in Review

Alpha Cubed Investments sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 12,529 shares — an estimated $1.06M sold.

Alpha Cubed Investments first reported a position in XYZ in Q2 2018 and held it in 17 quarters. The position peaked at $1.09M in Q2 2021. 1,009 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

  • Alpha Cubed Investments reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
  • Alpha Cubed Investments sold 12,529 Block Inc shares in Q1 2025, an estimated $1.06M.
  • Alpha Cubed Investments first reported a position in Block Inc in Q2 2018 and held it in 17 quarters.
  • Alpha Cubed Investments's Block Inc position peaked at $1.09M in Q2 2021.
  • 1,009 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on Alpha Cubed Investments's 13F filing for Q1 2025, filed 30 Apr 2025.