FPCP
XYZ

Fort Point Capital Partners’s Block Inc XYZ Stock Holding History

Fort Point Capital Partners’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
2019
Q1 		– Sell
-17,000
Closed -$953K – 151
2018
Q4 		$953K Hold
17,000
– – 0.38% 44
2018
Q3 		$1.68M Buy
+17,000
New +$1.31M 0.51% 37

Other funds holding XYZ

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $175B AUM 40.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fort Point Capital Partners's XYZ Position: Q2 2022 in Review

Fort Point Capital Partners sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 1,482 shares — an estimated $201K sold.

Fort Point Capital Partners first reported a position in XYZ in Q4 2018 and held it in 10 quarters. The position peaked at $446K in Q4 2020. 1,028 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

  • Fort Point Capital Partners reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
  • Fort Point Capital Partners sold 1,482 Block Inc shares in Q2 2022, an estimated $201K.
  • Fort Point Capital Partners first reported a position in Block Inc in Q4 2018 and held it in 10 quarters.
  • Fort Point Capital Partners's Block Inc position peaked at $446K in Q4 2020.
  • 1,028 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on Fort Point Capital Partners's 13F filing for Q2 2022, filed 15 Aug 2022.