KLC
XYZ

Knowledge Leaders Capital’s Block Inc XYZ Stock Holding History

Knowledge Leaders Capital’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 		– Sell
-8,837
Closed -$607K – 105
2023
Q1 		$607K Sell
8,837
-266
-3% -$19.9K 0.8% 50
2022
Q4 		$572K Buy
+9,103
New +$562K 0.76% 55

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 $154B AUM 29.96% 1-Year Est. Return

Knowledge Leaders Capital's XYZ Position: Q2 2023 in Review

Knowledge Leaders Capital sold out of Block Inc (XYZ) in Q2 2023, closing a stake of 8,837 shares — an estimated $607K sold.

Knowledge Leaders Capital first reported a position in XYZ in Q4 2022 and held it in 2 quarters. The position peaked at $607K in Q1 2023. 968 funds tracked by Wall St. Rank hold XYZ as of Q2 2023.

  • Knowledge Leaders Capital reported no remaining Block Inc position as of Q2 2023 after selling out during the quarter.
  • Knowledge Leaders Capital sold 8,837 Block Inc shares in Q2 2023, an estimated $607K.
  • Knowledge Leaders Capital first reported a position in Block Inc in Q4 2022 and held it in 2 quarters.
  • Knowledge Leaders Capital's Block Inc position peaked at $607K in Q1 2023.
  • 968 funds tracked by Wall St. Rank held Block Inc as of Q2 2023.

Based on Knowledge Leaders Capital's 13F filing for Q2 2023, filed 10 Aug 2023.