FT
XYZ

Fiduciary Trust’s Block Inc XYZ Stock Holding History

Fiduciary Trust’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
Q1 		– Sell
-4,729
Closed -$297K – 638
2022
Q4 		$297K Buy
+4,729
New +$292K 0.01% 539
2022
Q3 		– Sell
-4,464
Closed -$274K – 644
2022
Q2 		$274K Sell
4,464
-1,453
-25% -$133K 0.01% 555
2022
Q1 		$802K Sell
5,917
-180
-3% -$21.8K 0.01% 389
2021
Q4 		$985K Buy
6,097
+897
+17% +$194K 0.02% 354
2021
Q3 		$1.25M Sell
5,200
-80
-2% -$20.5K 0.02% 298
2021
Q2 		$1.29M Buy
5,280
+180
+4% +$41.7K 0.02% 298
2021
Q1 		$1.16M Buy
5,100
+1,401
+38% +$328K 0.02% 313
2020
Q4 		$805K Buy
3,699
+1,214
+49% +$237K 0.02% 356
2020
Q3 		$404K Sell
2,485
-350
-12% -$49.4K 0.01% 436
2020
Q2 		$298K Buy
+2,835
New +$217K 0.01% 458

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Fiduciary Trust's XYZ Position: Q1 2023 in Review

Fiduciary Trust sold out of Block Inc (XYZ) in Q1 2023, closing a stake of 4,729 shares — an estimated $297K sold.

Fiduciary Trust first reported a position in XYZ in Q2 2020 and held it in 10 quarters. The position peaked at $1.29M in Q2 2021. 994 funds tracked by Wall St. Rank hold XYZ as of Q1 2023.

  • Fiduciary Trust reported no remaining Block Inc position as of Q1 2023 after selling out during the quarter.
  • Fiduciary Trust sold 4,729 Block Inc shares in Q1 2023, an estimated $297K.
  • Fiduciary Trust first reported a position in Block Inc in Q2 2020 and held it in 10 quarters.
  • Fiduciary Trust's Block Inc position peaked at $1.29M in Q2 2021.
  • 994 funds tracked by Wall St. Rank held Block Inc as of Q1 2023.

Based on Fiduciary Trust's 13F filing for Q1 2023, filed 15 May 2023.