Insight Folios’s Block Inc XYZ Stock Holding History

Insight Folios’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 Q2	–	Sell	-2,746	Closed	-$232K	–	122
2024 Q1	$232K	Sell	2,746 -91	-3%	-$6.58K	0.09%	111
2023 Q4	$219K	Buy	+2,837	New	+$160K	0.1%	111

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Insight Folios's XYZ Position: Q2 2024 in Review

Insight Folios sold out of Block Inc (XYZ) in Q2 2024, closing a stake of 2,746 shares — an estimated $232K sold.

Insight Folios first reported a position in XYZ in Q4 2023 and held it in 2 quarters. The position peaked at $232K in Q1 2024. 998 funds tracked by Wall St. Rank hold XYZ as of Q2 2024.

Insight Folios reported no remaining Block Inc position as of Q2 2024 after selling out during the quarter.
Insight Folios sold 2,746 Block Inc shares in Q2 2024, an estimated $232K.
Insight Folios first reported a position in Block Inc in Q4 2023 and held it in 2 quarters.
Insight Folios's Block Inc position peaked at $232K in Q1 2024.
998 funds tracked by Wall St. Rank held Block Inc as of Q2 2024.

Based on Insight Folios's 13F filing for Q2 2024, filed 18 Jul 2024.