CP
XYZ

Castleview Partners’s Block Inc XYZ Stock Holding History

Castleview 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
2021
Q2 		$37K Buy
+150
New +$34.8K 0.02% 463

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Castleview Partners's XYZ Position: Q2 2021 in Review

Castleview Partners opened a new position in Block Inc (XYZ) in Q2 2021: 150 shares worth $37K. The stake represents 0.02% of the portfolio and ranks #463 among its holdings.

1,352 funds tracked by Wall St. Rank hold XYZ as of Q2 2021.

  • Castleview Partners held 150 shares of Block Inc worth $37K as of Q2 2021.
  • Block Inc was a new Castleview Partners position in Q2 2021.
  • Block Inc made up 0.02% of Castleview Partners's portfolio in Q2 2021, its #463 holding.
  • 1,352 funds tracked by Wall St. Rank held Block Inc as of Q2 2021.

Based on Castleview Partners's 13F filing for Q2 2021, filed 17 Aug 2021.