Aspire Private Capital’s Block Inc XYZ Stock Holding History

Aspire Private Capital’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 Q4	–	Sell	-17	Closed	-$1.14K	–	682
2024 Q3	$1.14K	Hold	17	–	–	﹤0.01%	587
2024 Q2	$1.1K	Hold	17	–	–	﹤0.01%	593
2024 Q1	$1.44K	Hold	17	–	–	﹤0.01%	606
2023 Q4	$1.31K	Hold	17	–	–	﹤0.01%	589
2023 Q3	$752	Hold	17	–	–	﹤0.01%	618
2023 Q2	$1.13K	Hold	17	–	–	﹤0.01%	574
2023 Q1	$1.17K	Hold	17	–	–	﹤0.01%	560
2022 Q4	$1.07K	Hold	17	–	–	﹤0.01%	550
2022 Q3	$1K	Hold	17	–	–	﹤0.01%	599
2022 Q2	$1K	Hold	17	–	–	﹤0.01%	589
2022 Q1	$2K	Hold	17	–	–	﹤0.01%	521
2021 Q4	$3K	Hold	17	–	–	﹤0.01%	497
2021 Q3	$4K	Hold	17	–	–	﹤0.01%	432
2021 Q2	$4K	Hold	17	–	–	﹤0.01%	441
2021 Q1	$4K	Hold	17	–	–	﹤0.01%	421
2020 Q4	$4K	Sell	17 -300	-95%	-$58.5K	﹤0.01%	334
2020 Q3	$52K	Buy	+317	New	+$44.8K	0.02%	201
2020 Q1	–	Sell	-300	Closed	-$19K	–	504
2019 Q4	$19K	Hold	300	–	–	0.01%	237
2019 Q3	$19K	Hold	300	–	–	0.01%	227
2019 Q2	$22K	Hold	300	–	–	0.01%	225
2019 Q1	$22K	Hold	300	–	–	0.01%	275
2018 Q4	$17K	Buy	+300	New	+$21.2K	0.01%	273

Other funds holding XYZ

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Aspire Private Capital's XYZ Position: Q4 2024 in Review

Aspire Private Capital sold out of Block Inc (XYZ) in Q4 2024, closing a stake of 17 shares — an estimated $1.14K sold.

Aspire Private Capital first reported a position in XYZ in Q4 2018 and held it in 22 quarters. The position peaked at $52K in Q3 2020. 1,142 funds tracked by Wall St. Rank hold XYZ as of Q4 2024.

Aspire Private Capital reported no remaining Block Inc position as of Q4 2024 after selling out during the quarter.
Aspire Private Capital sold 17 Block Inc shares in Q4 2024, an estimated $1.14K.
Aspire Private Capital first reported a position in Block Inc in Q4 2018 and held it in 22 quarters.
Aspire Private Capital's Block Inc position peaked at $52K in Q3 2020.
1,142 funds tracked by Wall St. Rank held Block Inc as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.