JAIC
XYZ

Josh Arnold Investment Consultant’s Block Inc XYZ Stock Holding History

Josh Arnold Investment Consultant’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
-10,275
Closed -$869K – 27
2024
Q1 		$869K Buy
+10,275
New +$743K 0.91% 6
2022
Q2 		– Sell
-9,350
Closed -$1.27M – 31
2022
Q1 		$1.27M Buy
+9,350
New +$1.13M 1.2% 5

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 $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $25.5B AUM 26.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Josh Arnold Investment Consultant's XYZ Position: Q2 2024 in Review

Josh Arnold Investment Consultant sold out of Block Inc (XYZ) in Q2 2024, closing a stake of 10,275 shares — an estimated $869K sold.

Josh Arnold Investment Consultant first reported a position in XYZ in Q1 2022 and held it in 2 quarters. The position peaked at $1.27M in Q1 2022. 1,000 funds tracked by Wall St. Rank hold XYZ as of Q2 2024.

  • Josh Arnold Investment Consultant reported no remaining Block Inc position as of Q2 2024 after selling out during the quarter.
  • Josh Arnold Investment Consultant sold 10,275 Block Inc shares in Q2 2024, an estimated $869K.
  • Josh Arnold Investment Consultant first reported a position in Block Inc in Q1 2022 and held it in 2 quarters.
  • Josh Arnold Investment Consultant's Block Inc position peaked at $1.27M in Q1 2022.
  • 1,000 funds tracked by Wall St. Rank held Block Inc as of Q2 2024.

Based on Josh Arnold Investment Consultant's 13F filing for Q2 2024, filed 14 Aug 2024.