HZ
XYZ

Hixon Zuercher’s Block Inc XYZ Stock Holding History

Hixon Zuercher’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
2022
Q4 		– Sell
-13,804
Closed -$759K – 60
2022
Q3 		$759K Buy
13,804
+1,716
+14% +$121K 0.48% 45
2022
Q2 		$743K Buy
12,088
+992
+9% +$90.6K 0.48% 44
2022
Q1 		$1.5M Buy
11,096
+2,912
+36% +$353K 0.81% 40
2021
Q4 		$1.32M Buy
8,184
+340
+4% +$73.7K 0.66% 42
2021
Q3 		$1.88M Buy
7,844
+176
+2% +$45.2K 1.1% 36
2021
Q2 		$1.87M Buy
7,668
+703
+10% +$163K 1.12% 37
2021
Q1 		$1.58M Buy
+6,965
New +$1.63M 1.05% 35

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Hixon Zuercher's XYZ Position: Q4 2022 in Review

Hixon Zuercher sold out of Block Inc (XYZ) in Q4 2022, closing a stake of 13,804 shares — an estimated $759K sold.

Hixon Zuercher first reported a position in XYZ in Q1 2021 and held it in 7 quarters. The position peaked at $1.88M in Q3 2021. 1,005 funds tracked by Wall St. Rank hold XYZ as of Q4 2022.

  • Hixon Zuercher reported no remaining Block Inc position as of Q4 2022 after selling out during the quarter.
  • Hixon Zuercher sold 13,804 Block Inc shares in Q4 2022, an estimated $759K.
  • Hixon Zuercher first reported a position in Block Inc in Q1 2021 and held it in 7 quarters.
  • Hixon Zuercher's Block Inc position peaked at $1.88M in Q3 2021.
  • 1,005 funds tracked by Wall St. Rank held Block Inc as of Q4 2022.

Based on Hixon Zuercher's 13F filing for Q4 2022, filed 20 Jan 2023.