FCA
XYZ

FinTrust Capital Advisors’s Block Inc XYZ Stock Holding History

FinTrust 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
2024
Q3 		– Sell
-7
Closed -$452 – 1451
2024
Q2 		$452 Buy
+7
New +$490 ﹤0.01% 1314
2024
Q1 		– Sell
-248
Closed -$19.2K – 1319
2023
Q4 		$19.2K Sell
248
-275
-53% -$15.5K ﹤0.01% 700
2023
Q3 		$23.1K Buy
523
+247
+89% +$15.3K 0.01% 629
2023
Q2 		$17.3K Hold
276
– – ﹤0.01% 679
2023
Q1 		$17.3K Hold
276
– – ﹤0.01% 677
2022
Q4 		$17.3K Buy
276
+180
+188% +$11.1K ﹤0.01% 674
2022
Q3 		$5K Hold
96
– – ﹤0.01% 1028
2022
Q2 		$7K Sell
96
-110
-53% -$10.1K ﹤0.01% 989
2022
Q1 		$28K Sell
206
-297
-59% -$36K 0.01% 679
2021
Q4 		$81K Sell
503
-2,409
-83% -$522K 0.02% 467
2021
Q3 		$699K Buy
2,912
+2,616
+884% +$672K 0.18% 110
2021
Q2 		$72K Sell
296
-200
-40% -$46.4K 0.02% 501
2021
Q1 		$113K Buy
496
+100
+25% +$23.4K 0.03% 386
2020
Q4 		$86K Sell
396
-200
-34% -$39K 0.03% 409
2020
Q3 		$97 Buy
596
+200
+51% +$28.2K 0.02% 370
2020
Q2 		$42K Sell
396
-165
-29% -$12.6K 0.02% 524
2020
Q1 		$29K Buy
561
+465
+484% +$31.8K 0.01% 552
2019
Q4 		$6K Hold
96
– – ﹤0.01% 839
2019
Q3 		$6K Buy
96
+68
+243% +$4.62K ﹤0.01% 859
2019
Q2 		$2K Buy
+28
New +$1.96K ﹤0.01% 976
2019
Q1 		– Sell
-2,605
Closed -$146K – 1362
2018
Q4 		$146K Buy
+2,605
New +$184K 0.07% 217

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

FinTrust Capital Advisors's XYZ Position: Q3 2024 in Review

FinTrust Capital Advisors sold out of Block Inc (XYZ) in Q3 2024, closing a stake of 7 shares — an estimated $452 sold.

FinTrust Capital Advisors first reported a position in XYZ in Q4 2018 and held it in 21 quarters. The position peaked at $699K in Q3 2021. 986 funds tracked by Wall St. Rank hold XYZ as of Q3 2024.

  • FinTrust Capital Advisors reported no remaining Block Inc position as of Q3 2024 after selling out during the quarter.
  • FinTrust Capital Advisors sold 7 Block Inc shares in Q3 2024, an estimated $452.
  • FinTrust Capital Advisors first reported a position in Block Inc in Q4 2018 and held it in 21 quarters.
  • FinTrust Capital Advisors's Block Inc position peaked at $699K in Q3 2021.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.