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Canton Hathaway’s Block Inc XYZ Stock Holding History

Canton Hathaway’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
-3,640
Closed -$308K – 256
2024
Q1 		$308K Buy
+3,640
New +$263K 0.08% 83
2022
Q1 		– Sell
-180
Closed -$29K – 300
2021
Q4 		$29K Hold
180
– – 0.01% 243
2021
Q3 		$43K Hold
180
– – 0.01% 197
2021
Q2 		$44K Buy
180
+150
+500% +$34.8K 0.01% 170
2021
Q1 		$7K Buy
+30
New +$7.02K ﹤0.01% 270
2019
Q4 		– Sell
-1,900
Closed -$118K – 213
2019
Q3 		$118K Buy
+1,900
New +$129K 0.07% 100

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
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

Canton Hathaway's XYZ Position: Q2 2024 in Review

Canton Hathaway sold out of Block Inc (XYZ) in Q2 2024, closing a stake of 3,640 shares — an estimated $308K sold.

Canton Hathaway first reported a position in XYZ in Q3 2019 and held it in 6 quarters. The position peaked at $308K in Q1 2024. 1,002 funds tracked by Wall St. Rank hold XYZ as of Q2 2024.

  • Canton Hathaway reported no remaining Block Inc position as of Q2 2024 after selling out during the quarter.
  • Canton Hathaway sold 3,640 Block Inc shares in Q2 2024, an estimated $308K.
  • Canton Hathaway first reported a position in Block Inc in Q3 2019 and held it in 6 quarters.
  • Canton Hathaway's Block Inc position peaked at $308K in Q1 2024.
  • 1,002 funds tracked by Wall St. Rank held Block Inc as of Q2 2024.

Based on Canton Hathaway's 13F filing for Q2 2024, filed 22 Jul 2024.