LTAS
XYZ

Linden Thomas Advisory Services’s Block Inc XYZ Stock Holding History

Linden Thomas Advisory Services’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
Q3 		– Sell
-7,407
Closed -$493K – 426
2023
Q2 		$493K Buy
7,407
+40
+0.5% +$2.5K 0.11% 306
2023
Q1 		$506K Buy
7,367
+395
+6% +$29.6K 0.13% 286
2022
Q4 		$438K Buy
+6,972
New +$430K 0.12% 265

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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Linden Thomas Advisory Services's XYZ Position: Q3 2023 in Review

Linden Thomas Advisory Services sold out of Block Inc (XYZ) in Q3 2023, closing a stake of 7,407 shares — an estimated $493K sold.

Linden Thomas Advisory Services first reported a position in XYZ in Q4 2022 and held it in 3 quarters. The position peaked at $506K in Q1 2023. 886 funds tracked by Wall St. Rank hold XYZ as of Q3 2023.

  • Linden Thomas Advisory Services reported no remaining Block Inc position as of Q3 2023 after selling out during the quarter.
  • Linden Thomas Advisory Services sold 7,407 Block Inc shares in Q3 2023, an estimated $493K.
  • Linden Thomas Advisory Services first reported a position in Block Inc in Q4 2022 and held it in 3 quarters.
  • Linden Thomas Advisory Services's Block Inc position peaked at $506K in Q1 2023.
  • 886 funds tracked by Wall St. Rank held Block Inc as of Q3 2023.

Based on Linden Thomas Advisory Services's 13F filing for Q3 2023, filed 20 Oct 2023.