AA
XYZ

Altrafin AG’s Block Inc XYZ Stock Holding History

Altrafin AG’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
2024
Q3 		– Sell
-3,470
Closed -$224K – 61
2024
Q2 		$224K Sell
3,470
-4,200
-55% -$294K 0.08% 58
2024
Q1 		$649K Buy
7,670
+800
+12% +$57.9K 0.24% 49
2023
Q4 		$531K Sell
6,870
-5,000
-42% -$283K 0.2% 53
2023
Q3 		$525K Buy
11,870
+1,680
+16% +$104K 0.23% 54
2023
Q2 		$678K Sell
10,190
-1,100
-10% -$68.7K 0.3% 51
2023
Q1 		$775K Sell
11,290
-5,215
-32% -$390K 0.38% 47
2022
Q4 		$1.04M Sell
16,505
-3,415
-17% -$211K 0.61% 40
2022
Q3 		$1.1M Sell
19,920
-4,474
-18% -$317K 0.66% 39
2022
Q2 		$1.5M Sell
24,394
-10,813
-31% -$988K 0.81% 36
2022
Q1 		$4.77M Buy
35,207
+6,331
+22% +$766K 1.88% 21
2021
Q4 		$4.66M Buy
+28,876
New +$6.26M 1.69% 23

Other funds holding XYZ

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Altrafin AG's XYZ Position: Q3 2024 in Review

Altrafin AG sold out of Block Inc (XYZ) in Q3 2024, closing a stake of 3,470 shares — an estimated $224K sold.

Altrafin AG first reported a position in XYZ in Q4 2021 and held it in 11 quarters. The position peaked at $4.77M in Q1 2022. 987 funds tracked by Wall St. Rank hold XYZ as of Q3 2024.

  • Altrafin AG reported no remaining Block Inc position as of Q3 2024 after selling out during the quarter.
  • Altrafin AG sold 3,470 Block Inc shares in Q3 2024, an estimated $224K.
  • Altrafin AG first reported a position in Block Inc in Q4 2021 and held it in 11 quarters.
  • Altrafin AG's Block Inc position peaked at $4.77M in Q1 2022.
  • 987 funds tracked by Wall St. Rank held Block Inc as of Q3 2024.

Based on Altrafin AG's 13F filing for Q3 2024, filed 17 Feb 2026.