ArchPoint Investors’s Block Inc XYZ Stock Holding History

ArchPoint Investors’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
2018 Q3	–	Sell	-566	Closed	-$35K	–	139
2018 Q2	$35K	Hold	566	–	–	0.01%	124
2018 Q1	$28K	Hold	566	–	–	0.01%	144
2017 Q4	$20K	Buy	566 +98	+21%	+$3.59K	0.01%	143
2017 Q3	$13K	Hold	468	–	–	﹤0.01%	152
2017 Q2	$11K	Buy	+468	New	+$9.67K	﹤0.01%	153

Other funds holding XYZ

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

ArchPoint Investors's XYZ Position: Q3 2018 in Review

ArchPoint Investors sold out of Block Inc (XYZ) in Q3 2018, closing a stake of 566 shares — an estimated $35K sold.

ArchPoint Investors first reported a position in XYZ in Q2 2017 and held it in 5 quarters. The position peaked at $35K in Q2 2018. 599 funds tracked by Wall St. Rank hold XYZ as of Q3 2018.

ArchPoint Investors reported no remaining Block Inc position as of Q3 2018 after selling out during the quarter.
ArchPoint Investors sold 566 Block Inc shares in Q3 2018, an estimated $35K.
ArchPoint Investors first reported a position in Block Inc in Q2 2017 and held it in 5 quarters.
ArchPoint Investors's Block Inc position peaked at $35K in Q2 2018.
599 funds tracked by Wall St. Rank held Block Inc as of Q3 2018.

Based on ArchPoint Investors's 13F filing for Q3 2018, filed 24 Oct 2018.