CCP
XYZ

Carmel Capital Partners’s Block Inc XYZ Stock Holding History

Carmel Capital Partners’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
-101
Closed -$4.47K – 743
2023
Q3 		$4.47K Hold
101
– – ﹤0.01% 560
2023
Q2 		$6.72K Hold
101
– – ﹤0.01% 304
2023
Q1 		$6.93K Buy
+101
New +$7.56K ﹤0.01% 350

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Carmel Capital Partners's XYZ Position: Q4 2023 in Review

Carmel Capital Partners sold out of Block Inc (XYZ) in Q4 2023, closing a stake of 101 shares — an estimated $4.47K sold.

Carmel Capital Partners first reported a position in XYZ in Q1 2023 and held it in 3 quarters. The position peaked at $6.93K in Q1 2023. 1,029 funds tracked by Wall St. Rank hold XYZ as of Q4 2023.

  • Carmel Capital Partners reported no remaining Block Inc position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 101 Block Inc shares in Q4 2023, an estimated $4.47K.
  • Carmel Capital Partners first reported a position in Block Inc in Q1 2023 and held it in 3 quarters.
  • Carmel Capital Partners's Block Inc position peaked at $6.93K in Q1 2023.
  • 1,029 funds tracked by Wall St. Rank held Block Inc as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.