CQS
XYZ

Credential Qtrade Securities’s Block Inc XYZ Stock Holding History

Credential Qtrade Securities’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
Q1 		– Sell
-50
Closed -$3.87K – 402
2023
Q4 		$3.87K Buy
+50
New +$2.83K ﹤0.01% 322
2021
Q2 		– Sell
-2
Closed -$454 – 416
2021
Q1 		$454 Sell
2
-707
-100% -$165K ﹤0.01% 383
2020
Q4 		$154K Sell
709
-42
-6% -$8.19K 0.02% 213
2020
Q3 		$122K Sell
751
-605
-45% -$85.4K 0.01% 213
2020
Q2 		$142K Buy
1,356
+78
+6% +$5.97K 0.02% 191
2020
Q1 		$66.9K Buy
+1,278
New +$87.4K 0.01% 199

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Credential Qtrade Securities's XYZ Position: Q1 2024 in Review

Credential Qtrade Securities sold out of Block Inc (XYZ) in Q1 2024, closing a stake of 50 shares — an estimated $3.87K sold.

Credential Qtrade Securities first reported a position in XYZ in Q1 2020 and held it in 6 quarters. The position peaked at $154K in Q4 2020. 1,070 funds tracked by Wall St. Rank hold XYZ as of Q1 2024.

  • Credential Qtrade Securities reported no remaining Block Inc position as of Q1 2024 after selling out during the quarter.
  • Credential Qtrade Securities sold 50 Block Inc shares in Q1 2024, an estimated $3.87K.
  • Credential Qtrade Securities first reported a position in Block Inc in Q1 2020 and held it in 6 quarters.
  • Credential Qtrade Securities's Block Inc position peaked at $154K in Q4 2020.
  • 1,070 funds tracked by Wall St. Rank held Block Inc as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.