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MidWestOne Financial Group’s Block Inc XYZ Stock Holding History

MidWestOne 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
Q2 		– Sell
-2,506
Closed -$212K – 302
2024
Q1 		$212K Buy
+2,506
New +$181K 0.04% 283
2021
Q1 		– Sell
-950
Closed -$207K – 229
2020
Q4 		$207K Buy
+950
New +$185K 0.06% 201

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 $3.38T AUM 44.17% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MidWestOne Financial Group's XYZ Position: Q2 2024 in Review

MidWestOne Financial Group sold out of Block Inc (XYZ) in Q2 2024, closing a stake of 2,506 shares — an estimated $212K sold.

MidWestOne Financial Group first reported a position in XYZ in Q4 2020 and held it in 2 quarters. The position peaked at $212K in Q1 2024. 1,002 funds tracked by Wall St. Rank hold XYZ as of Q2 2024.

  • MidWestOne Financial Group reported no remaining Block Inc position as of Q2 2024 after selling out during the quarter.
  • MidWestOne Financial Group sold 2,506 Block Inc shares in Q2 2024, an estimated $212K.
  • MidWestOne Financial Group first reported a position in Block Inc in Q4 2020 and held it in 2 quarters.
  • MidWestOne Financial Group's Block Inc position peaked at $212K in Q1 2024.
  • 1,002 funds tracked by Wall St. Rank held Block Inc as of Q2 2024.

Based on MidWestOne Financial Group's 13F filing for Q2 2024, filed 15 Aug 2024.