M1FG
XYZ

Mach-1 Financial Group’s Block Inc XYZ Stock Holding History

Mach-1 Financial Group’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
Q1 		– Sell
-9,514
Closed -$736K – 233
2023
Q4 		$736K Buy
+9,514
New +$538K 0.28% 83
2023
Q2 		– Sell
-105
Closed -$4.33K – 370
2023
Q1 		$4.33K Buy
+105
New +$7.86K 0.03% 184
2022
Q4 		– Sell
-145
Closed -$7K – 494
2022
Q3 		$7K Hold
145
– – 0.01% 261
2022
Q2 		$8K Buy
145
+103
+245% +$9.41K 0.01% 273
2022
Q1 		$5K Hold
42
– – ﹤0.01% 153
2021
Q4 		$6K Buy
+42
New +$9.1K ﹤0.01% 152
2021
Q3 		– Sell
-42
Closed -$10K – 142
2021
Q2 		$10K Hold
42
– – 0.01% 86
2021
Q1 		$9K Sell
42
-5,383
-99% -$1.26M 0.01% 121
2020
Q4 		$1.18M Buy
+5,425
New +$1.06M 1.3% 22

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Mach-1 Financial Group's XYZ Position: Q1 2024 in Review

Mach-1 Financial Group sold out of Block Inc (XYZ) in Q1 2024, closing a stake of 9,514 shares — an estimated $736K sold.

Mach-1 Financial Group first reported a position in XYZ in Q4 2020 and held it in 9 quarters. The position peaked at $1.18M in Q4 2020. 1,070 funds tracked by Wall St. Rank hold XYZ as of Q1 2024.

  • Mach-1 Financial Group reported no remaining Block Inc position as of Q1 2024 after selling out during the quarter.
  • Mach-1 Financial Group sold 9,514 Block Inc shares in Q1 2024, an estimated $736K.
  • Mach-1 Financial Group first reported a position in Block Inc in Q4 2020 and held it in 9 quarters.
  • Mach-1 Financial Group's Block Inc position peaked at $1.18M in Q4 2020.
  • 1,070 funds tracked by Wall St. Rank held Block Inc as of Q1 2024.

Based on Mach-1 Financial Group's 13F filing for Q1 2024, filed 10 May 2024.