NC
XYZ

Nehal Chopra’s Block Inc XYZ Stock Holding History

Nehal Chopra’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
-44,785
Closed -$3.46M – 58
2023
Q4 		$3.46M Buy
+44,785
New +$2.53M 2.26% 16
2022
Q3 		– Sell
-30,970
Closed -$1.9M – 30
2022
Q2 		$1.9M Buy
+30,970
New +$2.83M 1.6% 12
2021
Q4 		– Sell
-13,000
Closed -$3.12M – 109
2021
Q3 		$3.12M Sell
13,000
-47,000
-78% -$12.1M 0.4% 49
2021
Q2 		$14.6M Buy
60,000
+15,000
+33% +$3.48M 1.27% 33
2021
Q1 		$10.2M Buy
+45,000
New +$10.5M 1.12% 32

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 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 $15.4B AUM 50.29% 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 $580B AUM 38.23% 1-Year Est. Return

Nehal Chopra's XYZ Position: Q1 2024 in Review

Nehal Chopra sold out of Block Inc (XYZ) in Q1 2024, closing a stake of 44,785 shares — an estimated $3.46M sold.

Nehal Chopra first reported a position in XYZ in Q1 2021 and held it in 5 quarters. The position peaked at $14.6M in Q2 2021. 1,070 funds tracked by Wall St. Rank hold XYZ as of Q1 2024.

  • Nehal Chopra reported no remaining Block Inc position as of Q1 2024 after selling out during the quarter.
  • Nehal Chopra sold 44,785 Block Inc shares in Q1 2024, an estimated $3.46M.
  • Nehal Chopra first reported a position in Block Inc in Q1 2021 and held it in 5 quarters.
  • Nehal Chopra's Block Inc position peaked at $14.6M in Q2 2021.
  • 1,070 funds tracked by Wall St. Rank held Block Inc as of Q1 2024.

Based on Ratan Capital Management's 13F filing for Q1 2024, filed 14 May 2024.