NSG
XYZ

Nalls Sherbakoff Group’s Block Inc XYZ Stock Holding History

Nalls Sherbakoff 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
2023
Q4 		$1.39K Sell
18
-18
-50% -$1.02K ﹤0.01% 371
2023
Q3 		$1.59K Hold
36
– – ﹤0.01% 368
2023
Q2 		$2.17K Hold
36
– – ﹤0.01% 352
2023
Q1 		$2.47K Buy
+36
New +$2.69K ﹤0.01% 361

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Nalls Sherbakoff Group's XYZ Position: Q4 2023 in Review

Nalls Sherbakoff Group reduced its Block Inc (XYZ) stake by 50% in Q4 2023, selling an estimated $1.02K and leaving 18 shares worth $1.39K. The position accounts for ﹤0.01% of the portfolio, ranked #371.

Nalls Sherbakoff Group first reported a position in XYZ in Q1 2023 and has held it in 4 quarters since. The position peaked at $2.47K in Q1 2023. 1,029 funds tracked by Wall St. Rank hold XYZ as of Q4 2023.

  • Nalls Sherbakoff Group held 18 shares of Block Inc worth $1.39K as of Q4 2023.
  • Nalls Sherbakoff Group sold 18 Block Inc shares in Q4 2023, an estimated $1.02K.
  • Block Inc made up ﹤0.01% of Nalls Sherbakoff Group's portfolio in Q4 2023, its #371 holding.
  • Nalls Sherbakoff Group first reported a position in Block Inc in Q1 2023 and has held it in 4 quarters since.
  • Nalls Sherbakoff Group's Block Inc position peaked at $2.47K in Q1 2023.
  • 1,029 funds tracked by Wall St. Rank held Block Inc as of Q4 2023.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2023, filed 9 Apr 2024.