GCAC
XYZ

Guardian Capital Advisors (Canada)’s Block Inc XYZ Stock Holding History

Guardian Capital Advisors (Canada)’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 		$1.06M Buy
16,130
+2,900
+22% +$187K 0.1% 109
2024
Q2 		$851K Buy
13,230
+3,300
+33% +$231K 0.09% 110
2024
Q1 		$730K Sell
9,930
-3,325
-25% -$240K 0.08% 116
2023
Q4 		$919K Buy
+13,255
New +$749K 0.1% 113
2020
Q1 		– Sell
-6,500
Closed -$443K – 162
2019
Q4 		$443K Sell
6,500
-1,800
-22% -$115K 0.06% 126
2019
Q3 		$499K Buy
8,300
+4,850
+141% +$329K 0.07% 117
2019
Q2 		$256K Buy
+3,450
New +$241K 0.03% 147

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Guardian Capital Advisors (Canada)'s XYZ Position: Q3 2024 in Review

Guardian Capital Advisors (Canada) increased its Block Inc (XYZ) stake by 22% in Q3 2024, buying an estimated $187K and bringing the position to 16,130 shares worth $1.06M. The position accounts for 0.1% of the portfolio, ranked #109.

Guardian Capital Advisors (Canada) first reported a position in XYZ in Q2 2019 and has held it in 7 quarters since. 987 funds tracked by Wall St. Rank hold XYZ as of Q3 2024.

  • Guardian Capital Advisors (Canada) held 16,130 shares of Block Inc worth $1.06M as of Q3 2024.
  • Guardian Capital Advisors (Canada) bought 2,900 Block Inc shares in Q3 2024, an estimated $187K.
  • Block Inc made up 0.1% of Guardian Capital Advisors (Canada)'s portfolio in Q3 2024, its #109 holding.
  • Guardian Capital Advisors (Canada) first reported a position in Block Inc in Q2 2019 and has held it in 7 quarters since.
  • 987 funds tracked by Wall St. Rank held Block Inc as of Q3 2024.

Based on Guardian Capital Advisors (Canada)'s 13F filing for Q3 2024, filed 12 Nov 2024.