NTIC
XYZ

Napean Trading & Investment Company’s Block Inc XYZ Stock Holding History

Napean Trading & Investment Company’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
Q1 		– Sell
-39,482
Closed -$3.05M – 51
2023
Q4 		$3.05M Buy
+39,482
New +$2.23M 0.83% 35

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 $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Napean Trading & Investment Company's XYZ Position: Q1 2024 in Review

Napean Trading & Investment Company sold out of Block Inc (XYZ) in Q1 2024, closing a stake of 39,482 shares — an estimated $3.05M sold.

Napean Trading & Investment Company first reported a position in XYZ in Q4 2023 and held it in 1 quarter. The position peaked at $3.05M in Q4 2023. 1,070 funds tracked by Wall St. Rank hold XYZ as of Q1 2024.

  • Napean Trading & Investment Company reported no remaining Block Inc position as of Q1 2024 after selling out during the quarter.
  • Napean Trading & Investment Company sold 39,482 Block Inc shares in Q1 2024, an estimated $3.05M.
  • Napean Trading & Investment Company first reported a position in Block Inc in Q4 2023 and held it in 1 quarter.
  • Napean Trading & Investment Company's Block Inc position peaked at $3.05M in Q4 2023.
  • 1,070 funds tracked by Wall St. Rank held Block Inc as of Q1 2024.

Based on Napean Trading & Investment Company's 13F filing for Q1 2024, filed 14 May 2024.