DI
XYZ

DFPG Investments’s Block Inc XYZ Stock Holding History

DFPG Investments’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 		$589K Buy
+8,578
New +$485K 0.05% 361

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

DFPG Investments's XYZ Position: Q4 2023 in Review

DFPG Investments opened a new position in Block Inc (XYZ) in Q4 2023: 8,578 shares worth $589K. The stake represents 0.05% of the portfolio and ranks #361 among its holdings.

1,029 funds tracked by Wall St. Rank hold XYZ as of Q4 2023.

  • DFPG Investments held 8,578 shares of Block Inc worth $589K as of Q4 2023.
  • Block Inc was a new DFPG Investments position in Q4 2023.
  • Block Inc made up 0.05% of DFPG Investments's portfolio in Q4 2023, its #361 holding.
  • 1,029 funds tracked by Wall St. Rank held Block Inc as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.