BCM
XYZ

BluePointe Capital Management’s Block Inc XYZ Stock Holding History

BluePointe Capital Management’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
-3,591
Closed -$304K – 88
2024
Q1 		$304K Hold
3,591
– – 0.21% 77
2023
Q4 		$278K Buy
+3,591
New +$203K 0.21% 77

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 $3.37T AUM 44.26% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BluePointe Capital Management's XYZ Position: Q2 2024 in Review

BluePointe Capital Management sold out of Block Inc (XYZ) in Q2 2024, closing a stake of 3,591 shares — an estimated $304K sold.

BluePointe Capital Management first reported a position in XYZ in Q4 2023 and held it in 2 quarters. The position peaked at $304K in Q1 2024. 1,000 funds tracked by Wall St. Rank hold XYZ as of Q2 2024.

  • BluePointe Capital Management reported no remaining Block Inc position as of Q2 2024 after selling out during the quarter.
  • BluePointe Capital Management sold 3,591 Block Inc shares in Q2 2024, an estimated $304K.
  • BluePointe Capital Management first reported a position in Block Inc in Q4 2023 and held it in 2 quarters.
  • BluePointe Capital Management's Block Inc position peaked at $304K in Q1 2024.
  • 1,000 funds tracked by Wall St. Rank held Block Inc as of Q2 2024.

Based on BluePointe Capital Management's 13F filing for Q2 2024, filed 18 Oct 2024.