Column Capital Advisors’s Block Inc XYZ Stock Holding History

Column Capital Advisors’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 Q3	$237K	Hold	5,357	–	–	0.03%	132
2023 Q2	$357K	Hold	5,357	–	–	0.05%	96
2023 Q1	$368K	Hold	5,357	–	–	0.05%	91
2022 Q4	$337K	Buy	5,357 +238	+5%	+$14.7K	0.06%	85
2022 Q3	$281K	Buy	5,119 +262	+5%	+$18.6K	0.06%	88
2022 Q2	$299K	Hold	4,857	–	–	0.06%	82
2022 Q1	$659K	Buy	4,857 +891	+22%	+$108K	0.12%	60
2021 Q4	$641K	Buy	3,966 +408	+11%	+$88.4K	0.12%	61
2021 Q3	$853K	Sell	3,558 -85	-2%	-$21.8K	0.18%	54
2021 Q2	$888K	Sell	3,643 -430	-11%	-$99.7K	0.19%	53
2021 Q1	$925K	Sell	4,073 -359	-8%	-$84K	0.21%	50
2020 Q4	$965K	Sell	4,432 -78	-2%	-$15.2K	0.24%	47
2020 Q3	$733K	Buy	4,510 +1,212	+37%	+$171K	0.22%	42
2020 Q2	$346K	Buy	3,298 +642	+24%	+$49.1K	0.12%	59
2020 Q1	$139K	Buy	+2,656	New	+$182K	0.06%	92

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Column Capital Advisors's XYZ Position: Q3 2023 in Review

Column Capital Advisors held its Block Inc (XYZ) position steady in Q3 2023 at 5,357 shares worth $237K. The position accounts for 0.03% of the portfolio, ranked #132.

Column Capital Advisors first reported a position in XYZ in Q1 2020 and has held it in 15 quarters since. The position peaked at $965K in Q4 2020. 887 funds tracked by Wall St. Rank hold XYZ as of Q3 2023.

Column Capital Advisors held 5,357 shares of Block Inc worth $237K as of Q3 2023.
Column Capital Advisors left its Block Inc share count unchanged in Q3 2023.
Block Inc made up 0.03% of Column Capital Advisors's portfolio in Q3 2023, its #132 holding.
Column Capital Advisors first reported a position in Block Inc in Q1 2020 and has held it in 15 quarters since.
Column Capital Advisors's Block Inc position peaked at $965K in Q4 2020.
887 funds tracked by Wall St. Rank held Block Inc as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.