HFS
XYZ

HBC Financial Services’s Block Inc XYZ Stock Holding History

HBC Financial Services’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
Q1 		– Sell
-229
Closed -$10K – 188
2023
Q4 		$10K Sell
229
-11
-5% -$622 0.01% 113
2023
Q3 		$7K Hold
240
– – 0.01% 122
2023
Q2 		$10K Buy
240
+4
+2% +$250 0.01% 111
2023
Q1 		$8K Buy
236
+7
+3% +$524 0.01% 136
2022
Q4 		$8K Buy
229
+4
+2% +$247 0.01% 120
2022
Q3 		$7K Buy
225
+3
+1% +$212 0.01% 124
2022
Q2 		$9K Hold
222
– – 0.01% 127
2022
Q1 		$10K Sell
222
-15
-6% -$1.82K 0.01% 119
2021
Q4 		$14K Buy
237
+102
+76% +$22.1K 0.01% 116
2021
Q3 		$33K Buy
135
+50
+59% +$12.8K 0.02% 66
2021
Q2 		$19K Sell
85
-10
-11% -$2.32K 0.01% 109
2021
Q1 		$25K Sell
95
-130
-58% -$30.4K 0.02% 101
2020
Q4 		$54K Sell
225
-25
-10% -$4.88K 0.04% 63
2020
Q3 		$46K Sell
250
-350
-58% -$49.4K 0.04% 62
2020
Q2 		$73K Buy
+600
New +$45.9K 0.07% 42

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

HBC Financial Services's XYZ Position: Q1 2024 in Review

HBC Financial Services sold out of Block Inc (XYZ) in Q1 2024, closing a stake of 229 shares — an estimated $10K sold.

HBC Financial Services first reported a position in XYZ in Q2 2020 and held it in 15 quarters. The position peaked at $73K in Q2 2020. 1,070 funds tracked by Wall St. Rank hold XYZ as of Q1 2024.

  • HBC Financial Services reported no remaining Block Inc position as of Q1 2024 after selling out during the quarter.
  • HBC Financial Services sold 229 Block Inc shares in Q1 2024, an estimated $10K.
  • HBC Financial Services first reported a position in Block Inc in Q2 2020 and held it in 15 quarters.
  • HBC Financial Services's Block Inc position peaked at $73K in Q2 2020.
  • 1,070 funds tracked by Wall St. Rank held Block Inc as of Q1 2024.

Based on HBC Financial Services's 13F filing for Q1 2024, filed 6 May 2024.