Atwood & Palmer’s Block Inc XYZ Stock Holding History

Atwood & Palmer’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 Q4	–	Sell	-3	Closed	-$133	–	439
2023 Q3	$133	Sell	3 -597	-100%	-$37K	﹤0.01%	402
2023 Q2	$39.9K	Hold	600	–	–	﹤0.01%	229
2023 Q1	$41.2K	Hold	600	–	–	﹤0.01%	215
2022 Q4	$37.7K	Hold	600	–	–	﹤0.01%	231
2022 Q3	$33K	Hold	600	–	–	﹤0.01%	229
2022 Q2	$37K	Sell	600 -100	-14%	-$9.14K	﹤0.01%	237
2022 Q1	$95K	Hold	700	–	–	0.01%	184
2021 Q4	$113K	Hold	700	–	–	0.01%	180
2021 Q3	$168K	Hold	700	–	–	0.02%	152
2021 Q2	$171K	Hold	700	–	–	0.02%	155
2021 Q1	$159K	Hold	700	–	–	0.02%	152
2020 Q4	$152K	Hold	700	–	–	0.02%	149
2020 Q3	$114K	Hold	700	–	–	0.01%	155
2020 Q2	$73K	Hold	700	–	–	0.01%	172
2020 Q1	$37K	Hold	700	–	–	0.01%	201
2019 Q4	$44K	Hold	700	–	–	0.01%	192
2019 Q3	$43K	Sell	700 -105,295	-99%	-$7.15M	0.01%	195
2019 Q2	$7.69M	Buy	+105,995	New	+$7.41M	1.04%	32
2018 Q3	–	Sell	-4	Closed	–	–	340
2018 Q2	$0	Hold	4	–	–	﹤0.01%	322
2018 Q1	$0	Hold	4	–	–	﹤0.01%	302
2017 Q4	$0	Hold	4	–	–	﹤0.01%	304
2017 Q3	$0	Buy	+4	New	+$105	﹤0.01%	320

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

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

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

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

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

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

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Atwood & Palmer's XYZ Position: Q4 2023 in Review

Atwood & Palmer sold out of Block Inc (XYZ) in Q4 2023, closing a stake of 3 shares — an estimated $133 sold.

Atwood & Palmer first reported a position in XYZ in Q3 2017 and held it in 22 quarters. The position peaked at $7.69M in Q2 2019. 1,030 funds tracked by Wall St. Rank hold XYZ as of Q4 2023.

Atwood & Palmer reported no remaining Block Inc position as of Q4 2023 after selling out during the quarter.
Atwood & Palmer sold 3 Block Inc shares in Q4 2023, an estimated $133.
Atwood & Palmer first reported a position in Block Inc in Q3 2017 and held it in 22 quarters.
Atwood & Palmer's Block Inc position peaked at $7.69M in Q2 2019.
1,030 funds tracked by Wall St. Rank held Block Inc as of Q4 2023.

Based on Atwood & Palmer's 13F filing for Q4 2023, filed 12 Jan 2024.