AlphaMark Advisors’s Block Inc XYZ Stock Holding History

AlphaMark Advisors’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	–	Sell	-21	Closed	-$1K	–	779
2023 Q2	$1K	Hold	21	–	–	﹤0.01%	605
2023 Q1	$1K	Hold	21	–	–	﹤0.01%	599
2022 Q4	$1K	Buy	+21	New	+$1.3K	﹤0.01%	573

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

AlphaMark Advisors's XYZ Position: Q3 2023 in Review

AlphaMark Advisors sold out of Block Inc (XYZ) in Q3 2023, closing a stake of 21 shares — an estimated $1K sold.

AlphaMark Advisors first reported a position in XYZ in Q4 2022 and held it in 3 quarters. The position peaked at $1K in Q2 2023. 886 funds tracked by Wall St. Rank hold XYZ as of Q3 2023.

AlphaMark Advisors reported no remaining Block Inc position as of Q3 2023 after selling out during the quarter.
AlphaMark Advisors sold 21 Block Inc shares in Q3 2023, an estimated $1K.
AlphaMark Advisors first reported a position in Block Inc in Q4 2022 and held it in 3 quarters.
AlphaMark Advisors's Block Inc position peaked at $1K in Q2 2023.
886 funds tracked by Wall St. Rank held Block Inc as of Q3 2023.

Based on AlphaMark Advisors's 13F filing for Q3 2023, filed 31 Oct 2023.