AC
XYZ

ASB Consultores’s Block Inc XYZ Stock Holding History

ASB Consultores’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
Q2 		– Sell
-3,645
Closed -$308K – 302
2024
Q1 		$308K Buy
+3,645
New +$264K 0.08% 211
2023
Q2 		– Sell
-4,455
Closed -$306K – 211
2023
Q1 		$306K Buy
4,455
+1,155
+35% +$86.5K 0.12% 130
2022
Q4 		$207K Buy
+3,300
New +$204K 0.09% 181
2022
Q3 		– Sell
-4,525
Closed -$278K – 191
2022
Q2 		$278K Buy
4,525
+558
+14% +$51K 0.12% 119
2022
Q1 		$538K Buy
3,967
+1,209
+44% +$146K 0.23% 76
2021
Q4 		$445K Buy
+2,758
New +$598K 0.22% 91

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ASB Consultores's XYZ Position: Q2 2024 in Review

ASB Consultores sold out of Block Inc (XYZ) in Q2 2024, closing a stake of 3,645 shares — an estimated $308K sold.

ASB Consultores first reported a position in XYZ in Q4 2021 and held it in 6 quarters. The position peaked at $538K in Q1 2022. 998 funds tracked by Wall St. Rank hold XYZ as of Q2 2024.

  • ASB Consultores reported no remaining Block Inc position as of Q2 2024 after selling out during the quarter.
  • ASB Consultores sold 3,645 Block Inc shares in Q2 2024, an estimated $308K.
  • ASB Consultores first reported a position in Block Inc in Q4 2021 and held it in 6 quarters.
  • ASB Consultores's Block Inc position peaked at $538K in Q1 2022.
  • 998 funds tracked by Wall St. Rank held Block Inc as of Q2 2024.

Based on ASB Consultores's 13F filing for Q2 2024, filed 12 Aug 2024.