LTI
XYZ

Laffer Tengler Investments’s Block Inc XYZ Stock Holding History

Laffer Tengler Investments’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
Q3 		– Sell
-200
Closed -$12.9K – 355
2024
Q2 		$12.9K Sell
200
-4
-2% -$280 ﹤0.01% 298
2024
Q1 		$17.3K Buy
+204
New +$14.8K ﹤0.01% 279
2023
Q2 		– Sell
-10,670
Closed -$732K – 409
2023
Q1 		$732K Buy
10,670
+457
+4% +$34.2K 0.2% 118
2022
Q4 		$642K Sell
10,213
-696
-6% -$42.9K 0.18% 121
2022
Q3 		$600K Buy
10,909
+48
+0.4% +$3.4K 0.22% 117
2022
Q2 		$668K Buy
10,861
+2,590
+31% +$237K 0.23% 112
2022
Q1 		$1.12M Buy
8,271
+1,707
+26% +$207K 0.34% 100
2021
Q4 		$1.06M Buy
6,564
+1,255
+24% +$272K 0.31% 102
2021
Q3 		$1.27M Buy
5,309
+1,316
+33% +$338K 0.37% 104
2021
Q2 		$973K Buy
3,993
+1,308
+49% +$303K 0.36% 91
2021
Q1 		$610K Buy
2,685
+522
+24% +$122K 0.23% 99
2020
Q4 		$478K Buy
2,163
+981
+83% +$191K 0.2% 102
2020
Q3 		$192K Buy
+1,182
New +$167K 0.1% 143

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Laffer Tengler Investments's XYZ Position: Q3 2024 in Review

Laffer Tengler Investments sold out of Block Inc (XYZ) in Q3 2024, closing a stake of 200 shares — an estimated $12.9K sold.

Laffer Tengler Investments first reported a position in XYZ in Q3 2020 and held it in 13 quarters. The position peaked at $1.27M in Q3 2021. 986 funds tracked by Wall St. Rank hold XYZ as of Q3 2024.

  • Laffer Tengler Investments reported no remaining Block Inc position as of Q3 2024 after selling out during the quarter.
  • Laffer Tengler Investments sold 200 Block Inc shares in Q3 2024, an estimated $12.9K.
  • Laffer Tengler Investments first reported a position in Block Inc in Q3 2020 and held it in 13 quarters.
  • Laffer Tengler Investments's Block Inc position peaked at $1.27M in Q3 2021.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q3 2024.

Based on Laffer Tengler Investments's 13F filing for Q3 2024, filed 4 Nov 2024.