DA
XYZ

Duality Advisers’s Block Inc XYZ Stock Holding History

Duality Advisers’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
Q2 		– Sell
-34,899
Closed -$2.95M – 561
2024
Q1 		$2.95M Buy
34,899
+927
+3% +$67K 0.29% 112
2023
Q4 		$2.63M Sell
33,972
-29,943
-47% -$1.69M 0.28% 121
2023
Q3 		$2.83M Buy
+63,915
New +$3.96M 0.34% 88
2022
Q2 		– Sell
-6,312
Closed -$856K – 897
2022
Q1 		$856K Sell
6,312
-12,480
-66% -$1.51M 0.09% 364
2021
Q4 		$3.04M Buy
+18,792
New +$4.07M 0.33% 101
2021
Q3 		– Sell
-7,003
Closed -$1.71M – 733
2021
Q2 		$1.71M Buy
+7,003
New +$1.62M 0.15% 229
2021
Q1 		– Sell
-21,510
Closed -$4.68M – 731
2020
Q4 		$4.68M Buy
+21,510
New +$4.2M 0.35% 59

Other funds holding XYZ

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Duality Advisers's XYZ Position: Q2 2024 in Review

Duality Advisers sold out of Block Inc (XYZ) in Q2 2024, closing a stake of 34,899 shares — an estimated $2.95M sold.

Duality Advisers first reported a position in XYZ in Q4 2020 and held it in 7 quarters. The position peaked at $4.68M in Q4 2020. 998 funds tracked by Wall St. Rank hold XYZ as of Q2 2024.

  • Duality Advisers reported no remaining Block Inc position as of Q2 2024 after selling out during the quarter.
  • Duality Advisers sold 34,899 Block Inc shares in Q2 2024, an estimated $2.95M.
  • Duality Advisers first reported a position in Block Inc in Q4 2020 and held it in 7 quarters.
  • Duality Advisers's Block Inc position peaked at $4.68M in Q4 2020.
  • 998 funds tracked by Wall St. Rank held Block Inc as of Q2 2024.

Based on Duality Advisers's 13F filing for Q2 2024.