Jackson Hole Capital Partners’s Block Inc XYZ Stock Holding History

Jackson Hole Capital Partners’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	-5,819	Closed	-$450K	–	289
2023 Q4	$450K	Buy	+5,819	New	+$329K	0.11%	137
2023 Q3	–	Sell	-3,135	Closed	-$209K	–	279
2023 Q2	$209K	Sell	3,135 -2,235	-42%	-$140K	0.06%	188
2023 Q1	$369K	Buy	5,370 +1,829	+52%	+$137K	0.1%	157
2022 Q4	$223K	Sell	3,541 -106	-3%	-$6.54K	0.07%	165
2022 Q3	$201K	Sell	3,647 -52	-1%	-$3.68K	0.06%	177
2022 Q2	$227K	Buy	3,699 +136	+4%	+$12.4K	0.07%	162
2022 Q1	$483K	Buy	3,563 +2,197	+161%	+$266K	0.14%	120
2021 Q4	$221K	Buy	1,366 +106	+8%	+$23K	0.07%	165
2021 Q3	$302K	Buy	+1,260	New	+$324K	0.1%	150

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

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

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

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

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

Jackson Hole Capital Partners's XYZ Position: Q1 2024 in Review

Jackson Hole Capital Partners sold out of Block Inc (XYZ) in Q1 2024, closing a stake of 5,819 shares — an estimated $450K sold.

Jackson Hole Capital Partners first reported a position in XYZ in Q3 2021 and held it in 9 quarters. The position peaked at $483K in Q1 2022. 1,068 funds tracked by Wall St. Rank hold XYZ as of Q1 2024.

Jackson Hole Capital Partners reported no remaining Block Inc position as of Q1 2024 after selling out during the quarter.
Jackson Hole Capital Partners sold 5,819 Block Inc shares in Q1 2024, an estimated $450K.
Jackson Hole Capital Partners first reported a position in Block Inc in Q3 2021 and held it in 9 quarters.
Jackson Hole Capital Partners's Block Inc position peaked at $483K in Q1 2022.
1,068 funds tracked by Wall St. Rank held Block Inc as of Q1 2024.

Based on Jackson Hole Capital Partners's 13F filing for Q1 2024, filed 9 May 2024.