MIM
XYZ

Macroview Investment Management’s Block Inc XYZ Stock Holding History

Macroview Investment Management’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
-126
Closed -$8.13K – 655
2024
Q2 		$8.13K Buy
126
+33
+35% +$2.31K 0.01% 268
2024
Q1 		$7.87K Sell
93
-2
-2% -$145 0.01% 307
2023
Q4 		$7.35K Buy
95
+93
+4,650% +$5.26K 0.01% 324
2023
Q3 		$89 Buy
+2
New +$124 ﹤0.01% 778
2022
Q1 		– Sell
-3
Closed – – 501
2021
Q4 		$0 Hold
3
– – ﹤0.01% 471
2021
Q3 		$1K Hold
3
– – ﹤0.01% 377
2021
Q2 		$1K Hold
3
– – ﹤0.01% 392
2021
Q1 		$1K Sell
3
-17
-85% -$3.98K ﹤0.01% 364
2020
Q4 		$4K Buy
+20
New +$3.9K 0.01% 260
2019
Q2 		– Sell
-45
Closed -$3K – 371
2019
Q1 		$3K Buy
+45
New +$3.26K 0.01% 275

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Macroview Investment Management's XYZ Position: Q3 2024 in Review

Macroview Investment Management sold out of Block Inc (XYZ) in Q3 2024, closing a stake of 126 shares — an estimated $8.13K sold.

Macroview Investment Management first reported a position in XYZ in Q1 2019 and held it in 10 quarters. The position peaked at $8.13K in Q2 2024. 987 funds tracked by Wall St. Rank hold XYZ as of Q3 2024.

  • Macroview Investment Management reported no remaining Block Inc position as of Q3 2024 after selling out during the quarter.
  • Macroview Investment Management sold 126 Block Inc shares in Q3 2024, an estimated $8.13K.
  • Macroview Investment Management first reported a position in Block Inc in Q1 2019 and held it in 10 quarters.
  • Macroview Investment Management's Block Inc position peaked at $8.13K in Q2 2024.
  • 987 funds tracked by Wall St. Rank held Block Inc as of Q3 2024.

Based on Macroview Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.