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Belmont Capital’s Block Inc XYZ Stock Holding History

Belmont 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
Q3 		– Sell
-34
Closed -$2.19K – 211
2024
Q2 		$2.19K Hold
34
– – ﹤0.01% 191
2024
Q1 		$2.88K Hold
34
– – ﹤0.01% 177
2023
Q4 		$2.63K Hold
34
– – ﹤0.01% 156
2023
Q3 		$1.5K Hold
34
– – ﹤0.01% 162
2023
Q2 		$2.26K Hold
34
– – ﹤0.01% 169
2023
Q1 		$2.33K Hold
34
– – ﹤0.01% 123
2022
Q4 		$2K Hold
34
– – ﹤0.01% 129
2022
Q3 		$2K Hold
34
– – ﹤0.01% 121
2022
Q2 		$2K Hold
34
– – ﹤0.01% 70
2022
Q1 		$5K Hold
34
– – 0.01% 59
2021
Q4 		$5K Sell
34
-16
-32% -$3.47K ﹤0.01% 61
2021
Q3 		$12K Buy
+50
New +$12.8K 0.01% 53

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Belmont Capital's XYZ Position: Q3 2024 in Review

Belmont Capital sold out of Block Inc (XYZ) in Q3 2024, closing a stake of 34 shares — an estimated $2.19K sold.

Belmont Capital first reported a position in XYZ in Q3 2021 and held it in 12 quarters. The position peaked at $12K in Q3 2021. 988 funds tracked by Wall St. Rank hold XYZ as of Q3 2024.

  • Belmont Capital reported no remaining Block Inc position as of Q3 2024 after selling out during the quarter.
  • Belmont Capital sold 34 Block Inc shares in Q3 2024, an estimated $2.19K.
  • Belmont Capital first reported a position in Block Inc in Q3 2021 and held it in 12 quarters.
  • Belmont Capital's Block Inc position peaked at $12K in Q3 2021.
  • 988 funds tracked by Wall St. Rank held Block Inc as of Q3 2024.

Based on Belmont Capital's 13F filing for Q3 2024, filed 7 Nov 2024.