MS
XYZ

Madden Securities’s Block Inc XYZ Stock Holding History

Madden Securities’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
Q1 		– Sell
-23
Closed -$1.45K – 386
2022
Q4 		$1.45K Buy
+23
New +$1.42K ﹤0.01% 372
2022
Q1 		– Sell
-16,189
Closed -$2.62M – 137
2021
Q4 		$2.62M Buy
16,189
+5,590
+53% +$1.21M 1.23% 30
2021
Q3 		$2.54M Buy
10,599
+2,495
+31% +$641K 1.38% 28
2021
Q2 		$1.98M Buy
8,104
+3,710
+84% +$860K 1.03% 32
2021
Q1 		$998K Buy
+4,394
New +$1.03M 0.58% 48

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Madden Securities's XYZ Position: Q1 2023 in Review

Madden Securities sold out of Block Inc (XYZ) in Q1 2023, closing a stake of 23 shares — an estimated $1.45K sold.

Madden Securities first reported a position in XYZ in Q1 2021 and held it in 5 quarters. The position peaked at $2.62M in Q4 2021. 994 funds tracked by Wall St. Rank hold XYZ as of Q1 2023.

  • Madden Securities reported no remaining Block Inc position as of Q1 2023 after selling out during the quarter.
  • Madden Securities sold 23 Block Inc shares in Q1 2023, an estimated $1.45K.
  • Madden Securities first reported a position in Block Inc in Q1 2021 and held it in 5 quarters.
  • Madden Securities's Block Inc position peaked at $2.62M in Q4 2021.
  • 994 funds tracked by Wall St. Rank held Block Inc as of Q1 2023.

Based on Madden Securities's 13F filing for Q1 2023, filed 21 Apr 2023.