BCM
XYZ

BTC Capital Management’s Block Inc XYZ Stock Holding History

BTC 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
Q3 		– Sell
-7,006
Closed -$452K – 220
2024
Q2 		$452K Buy
7,006
+1,140
+19% +$79.8K 0.04% 166
2024
Q1 		$496K Buy
+5,866
New +$424K 0.05% 169
2023
Q3 		$258K Sell
5,833
-286
-5% -$17.7K 0.03% 209
2023
Q2 		$407K Buy
6,119
+210
+4% +$13.1K 0.04% 178
2023
Q1 		$406K Buy
5,909
+801
+16% +$60K 0.05% 164
2022
Q4 		$321K Sell
5,108
-3,819
-43% -$236K 0.04% 202
2022
Q3 		$491K Buy
8,927
+661
+8% +$46.8K 0.06% 152
2022
Q2 		$508K Buy
8,266
+1,909
+30% +$174K 0.06% 157
2022
Q1 		$860K Buy
6,357
+3,780
+147% +$458K 0.09% 142
2021
Q4 		$414K Buy
2,577
+737
+40% +$160K 0.04% 203
2021
Q3 		$440K Sell
1,840
-20
-1% -$5.14K 0.05% 158
2021
Q2 		$454K Buy
+1,860
New +$431K 0.05% 158
2019
Q1 		– Sell
-4,753
Closed -$267K – 186
2018
Q4 		$267K Buy
+4,753
New +$336K 0.05% 154

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

BTC Capital Management's XYZ Position: Q3 2024 in Review

BTC Capital Management sold out of Block Inc (XYZ) in Q3 2024, closing a stake of 7,006 shares — an estimated $452K sold.

BTC Capital Management first reported a position in XYZ in Q4 2018 and held it in 13 quarters. The position peaked at $860K in Q1 2022. 986 funds tracked by Wall St. Rank hold XYZ as of Q3 2024.

  • BTC Capital Management reported no remaining Block Inc position as of Q3 2024 after selling out during the quarter.
  • BTC Capital Management sold 7,006 Block Inc shares in Q3 2024, an estimated $452K.
  • BTC Capital Management first reported a position in Block Inc in Q4 2018 and held it in 13 quarters.
  • BTC Capital Management's Block Inc position peaked at $860K in Q1 2022.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q3 2024.

Based on BTC Capital Management's 13F filing for Q3 2024, filed 21 Oct 2024.