Legacy Financial Group (Iowa)
XYZ

Legacy Financial Group (Iowa)’s Block Inc XYZ Stock Holding History

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-11
Closed -$487 – 537
2023
Q3 		$487 Buy
+11
New +$681 ﹤0.01% 540

Other funds holding XYZ

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BlackRock
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Legacy Financial Group (Iowa)'s XYZ Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Block Inc (XYZ) in Q4 2023, closing a stake of 11 shares — an estimated $487 sold.

Legacy Financial Group (Iowa) first reported a position in XYZ in Q3 2023 and held it in 1 quarter. The position peaked at $487 in Q3 2023. 1,029 funds tracked by Wall St. Rank hold XYZ as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Block Inc position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 11 Block Inc shares in Q4 2023, an estimated $487.
  • Legacy Financial Group (Iowa) first reported a position in Block Inc in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Block Inc position peaked at $487 in Q3 2023.
  • 1,029 funds tracked by Wall St. Rank held Block Inc as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.