ACS
XYZ

Archford Capital Strategies’s Block Inc XYZ Stock Holding History

Archford Capital Strategies’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
-4,348
Closed -$335K – 282
2023
Q2 		$335K Sell
4,348
-128
-3% -$8K 0.06% 238
2023
Q1 		$303K Buy
4,476
+343
+8% +$25.7K 0.06% 237
2022
Q4 		$260K Sell
4,133
-612
-13% -$37.8K 0.06% 244
2022
Q3 		$261K Buy
+4,745
New +$336K 0.07% 243
2022
Q2 		– Sell
-2,966
Closed -$403K – 296
2022
Q1 		$403K Buy
2,966
+288
+11% +$34.9K 0.09% 207
2021
Q4 		$433K Buy
2,678
+203
+8% +$44K 0.1% 204
2021
Q3 		$594K Buy
2,475
+56
+2% +$14.4K 0.14% 170
2021
Q2 		$590K Buy
2,419
+176
+8% +$40.8K 0.15% 162
2021
Q1 		$590K Buy
2,243
+165
+8% +$38.6K 0.16% 152
2020
Q4 		$502K Buy
2,078
+348
+20% +$67.9K 0.12% 183
2020
Q3 		$281K Buy
+1,730
New +$244K 0.08% 220

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

Archford Capital Strategies's XYZ Position: Q3 2023 in Review

Archford Capital Strategies sold out of Block Inc (XYZ) in Q3 2023, closing a stake of 4,348 shares — an estimated $335K sold.

Archford Capital Strategies first reported a position in XYZ in Q3 2020 and held it in 11 quarters. The position peaked at $594K in Q3 2021. 887 funds tracked by Wall St. Rank hold XYZ as of Q3 2023.

  • Archford Capital Strategies reported no remaining Block Inc position as of Q3 2023 after selling out during the quarter.
  • Archford Capital Strategies sold 4,348 Block Inc shares in Q3 2023, an estimated $335K.
  • Archford Capital Strategies first reported a position in Block Inc in Q3 2020 and held it in 11 quarters.
  • Archford Capital Strategies's Block Inc position peaked at $594K in Q3 2021.
  • 887 funds tracked by Wall St. Rank held Block Inc as of Q3 2023.

Based on Archford Capital Strategies's 13F filing for Q3 2023, filed 27 Oct 2023.