KTC
XYZ

Kistler-Tiffany Companies’s Block Inc XYZ Stock Holding History

Kistler-Tiffany Companies’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
2023
Q2 		$102K Buy
1,527
+205
+16% +$12.8K 0.02% 402
2023
Q1 		$90.8K Sell
1,322
-2,924
-69% -$219K 0.02% 363
2022
Q4 		$267K Sell
4,246
-1,163
-22% -$71.8K 0.05% 211
2022
Q3 		$297K Buy
5,409
+5
+0.1% +$354 0.07% 165
2022
Q2 		$332K Sell
5,404
-40
-0.7% -$3.65K 0.07% 158
2022
Q1 		$738K Buy
5,444
+1,325
+32% +$160K 0.14% 105
2021
Q4 		$665K Buy
4,119
+544
+15% +$118K 0.13% 95
2021
Q3 		$857K Sell
3,575
-170
-5% -$43.7K 0.19% 83
2021
Q2 		$913K Buy
3,745
+120
+3% +$27.8K 0.21% 83
2021
Q1 		$823K Buy
3,625
+328
+10% +$76.7K 0.21% 82
2020
Q4 		$718K Buy
3,297
+30
+0.9% +$5.85K 0.2% 77
2020
Q3 		$531K Sell
3,267
-126
-4% -$17.8K 0.17% 88
2020
Q2 		$356K Buy
3,393
+768
+29% +$58.8K 0.13% 101
2020
Q1 		$164K Hold
2,625
– – 0.06% 152
2019
Q4 		$164K Hold
2,625
– – 0.06% 156
2019
Q3 		$163K Buy
2,625
+915
+54% +$62.2K 0.06% 152
2019
Q2 		$124K Buy
1,710
+1,535
+877% +$107K 0.05% 171
2019
Q1 		$13K Hold
175
– – 0.01% 408
2018
Q4 		$10K Buy
+175
New +$12.4K ﹤0.01% 408

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Kistler-Tiffany Companies's XYZ Position: Q2 2023 in Review

Kistler-Tiffany Companies increased its Block Inc (XYZ) stake by 16% in Q2 2023, buying an estimated $12.8K and bringing the position to 1,527 shares worth $102K. The position accounts for 0.02% of the portfolio, ranked #402.

Kistler-Tiffany Companies first reported a position in XYZ in Q4 2018 and has held it in 19 quarters since. The position peaked at $913K in Q2 2021. 969 funds tracked by Wall St. Rank hold XYZ as of Q2 2023.

  • Kistler-Tiffany Companies held 1,527 shares of Block Inc worth $102K as of Q2 2023.
  • Kistler-Tiffany Companies bought 205 Block Inc shares in Q2 2023, an estimated $12.8K.
  • Block Inc made up 0.02% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #402 holding.
  • Kistler-Tiffany Companies first reported a position in Block Inc in Q4 2018 and has held it in 19 quarters since.
  • Kistler-Tiffany Companies's Block Inc position peaked at $913K in Q2 2021.
  • 969 funds tracked by Wall St. Rank held Block Inc as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.