Clarity Capital Partners’s Block Inc XYZ Stock Holding History

Clarity 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
2025 Q1	–	Sell	-5,850	Closed	-$497K	–	145
2024 Q4	$497K	Sell	5,850 -1,501	-20%	-$123K	0.26%	62
2024 Q3	$493K	Sell	7,351 -646	-8%	-$41.7K	0.29%	66
2024 Q2	$516K	Sell	7,997 -21,641	-73%	-$1.51M	0.32%	68
2024 Q1	$2.51M	Sell	29,638 -5,205	-15%	-$376K	1.65%	17
2023 Q4	$2.7M	Buy	+34,843	New	+$1.97M	1.89%	16

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Clarity Capital Partners's XYZ Position: Q1 2025 in Review

Clarity Capital Partners sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 5,850 shares — an estimated $497K sold.

Clarity Capital Partners first reported a position in XYZ in Q4 2023 and held it in 5 quarters. The position peaked at $2.7M in Q4 2023. 1,010 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

Clarity Capital Partners reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
Clarity Capital Partners sold 5,850 Block Inc shares in Q1 2025, an estimated $497K.
Clarity Capital Partners first reported a position in Block Inc in Q4 2023 and held it in 5 quarters.
Clarity Capital Partners's Block Inc position peaked at $2.7M in Q4 2023.
1,010 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on Clarity Capital Partners's 13F filing for Q1 2025, filed 28 Apr 2025.