Gideon Capital Advisors’s Block Inc XYZ Stock Holding History

Gideon 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
2020 Q1	–	Sell	-77,452	Closed	-$4.84M	–	225
2019 Q4	$4.84M	Buy	+77,452	New	+$4.95M	1.67%	3
2019 Q2	–	Sell	-11,584	Closed	-$868K	–	457
2019 Q1	$868K	Sell	11,584 -184	-2%	-$13.3K	0.31%	83
2018 Q4	$660K	Buy	+11,768	New	+$831K	0.27%	110
2018 Q2	–	Sell	-8,737	Closed	-$430K	–	516
2018 Q1	$430K	Sell	8,737 -14,124	-62%	-$648K	0.27%	143
2017 Q4	$793K	Buy	+22,861	New	+$837K	0.7%	19
2017 Q3	–	Sell	-21,056	Closed	-$494K	–	389
2017 Q2	$494K	Buy	21,056 +7,557	+56%	+$156K	0.54%	42
2017 Q1	$233K	Sell	13,499 -2,915	-18%	-$45.6K	0.14%	330
2016 Q4	$224K	Buy	+16,414	New	+$204K	0.14%	346

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Gideon Capital Advisors's XYZ Position: Q1 2020 in Review

Gideon Capital Advisors sold out of Block Inc (XYZ) in Q1 2020, closing a stake of 77,452 shares — an estimated $4.84M sold.

Gideon Capital Advisors first reported a position in XYZ in Q4 2016 and held it in 8 quarters. The position peaked at $4.84M in Q4 2019. 757 funds tracked by Wall St. Rank hold XYZ as of Q1 2020.

Gideon Capital Advisors reported no remaining Block Inc position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 77,452 Block Inc shares in Q1 2020, an estimated $4.84M.
Gideon Capital Advisors first reported a position in Block Inc in Q4 2016 and held it in 8 quarters.
Gideon Capital Advisors's Block Inc position peaked at $4.84M in Q4 2019.
757 funds tracked by Wall St. Rank held Block Inc as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.