MAG
XYZ

Mass Ave Global’s Block Inc XYZ Stock Holding History

Mass Ave Global’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
2022
Q4 		$677K Buy
+10,780
New +$665K 0.2% 32
2022
Q2 		– Sell
-14,441
Closed -$1.96M – 49
2022
Q1 		$1.96M Buy
14,441
+12,078
+511% +$1.46M 0.52% 21
2021
Q4 		$382K Buy
+2,363
New +$512K 0.2% 26

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Mass Ave Global's XYZ Position: Q4 2022 in Review

Mass Ave Global opened a new position in Block Inc (XYZ) in Q4 2022: 10,780 shares worth $677K. The stake represents 0.2% of the portfolio and ranks #32 among its holdings. This is a return to the name: Mass Ave Global previously reported a position in XYZ as recently as Q1 2022.

Mass Ave Global first reported a position in XYZ in Q4 2021 and has held it in 3 quarters since. The position peaked at $1.96M in Q1 2022. 1,004 funds tracked by Wall St. Rank hold XYZ as of Q4 2022.

  • Mass Ave Global held 10,780 shares of Block Inc worth $677K as of Q4 2022.
  • Block Inc was a new Mass Ave Global position in Q4 2022.
  • Block Inc made up 0.2% of Mass Ave Global's portfolio in Q4 2022, its #32 holding.
  • Mass Ave Global first reported a position in Block Inc in Q4 2021 and has held it in 3 quarters since.
  • Mass Ave Global's Block Inc position peaked at $1.96M in Q1 2022.
  • 1,004 funds tracked by Wall St. Rank held Block Inc as of Q4 2022.

Based on Mass Ave Global's 13F filing for Q4 2022, filed 14 Feb 2023.