NFP
XYZ

Narus Financial Partners’s Block Inc XYZ Stock Holding History

Narus Financial Partners’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
Q2 		– Sell
-3,534
Closed -$243K – 126
2023
Q1 		$243K Sell
3,534
-1,000
-22% -$74.9K 0.13% 102
2022
Q4 		$285K Buy
+4,534
New +$280K 0.16% 85
2019
Q3 		– Sell
-5,025
Closed -$364K – 74
2019
Q2 		$364K Buy
+5,025
New +$351K 0.28% 43

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Narus Financial Partners's XYZ Position: Q2 2023 in Review

Narus Financial Partners sold out of Block Inc (XYZ) in Q2 2023, closing a stake of 3,534 shares — an estimated $243K sold.

Narus Financial Partners first reported a position in XYZ in Q2 2019 and held it in 3 quarters. The position peaked at $364K in Q2 2019. 968 funds tracked by Wall St. Rank hold XYZ as of Q2 2023.

  • Narus Financial Partners reported no remaining Block Inc position as of Q2 2023 after selling out during the quarter.
  • Narus Financial Partners sold 3,534 Block Inc shares in Q2 2023, an estimated $243K.
  • Narus Financial Partners first reported a position in Block Inc in Q2 2019 and held it in 3 quarters.
  • Narus Financial Partners's Block Inc position peaked at $364K in Q2 2019.
  • 968 funds tracked by Wall St. Rank held Block Inc as of Q2 2023.

Based on Narus Financial Partners's 13F filing for Q2 2023, filed 30 Aug 2023.