PC
XYZ

PA Capital’s Block Inc XYZ Stock Holding History

PA Capital’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
2020
Q2 		– Sell
-23,441
Closed -$1.23M – 201
2020
Q1 		$1.23M Sell
23,441
-331
-1% -$22.6K 1.09% 22
2019
Q4 		$1.49M Sell
23,772
-119
-0.5% -$7.6K 1.32% 17
2019
Q3 		$1.48M Buy
23,891
+7,282
+44% +$495K 1.46% 15
2019
Q2 		$1.21M Buy
+16,609
New +$1.16M 1.1% 30

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PA Capital's XYZ Position: Q2 2020 in Review

PA Capital sold out of Block Inc (XYZ) in Q2 2020, closing a stake of 23,441 shares — an estimated $1.23M sold.

PA Capital first reported a position in XYZ in Q2 2019 and held it in 4 quarters. The position peaked at $1.49M in Q4 2019. 866 funds tracked by Wall St. Rank hold XYZ as of Q2 2020.

  • PA Capital reported no remaining Block Inc position as of Q2 2020 after selling out during the quarter.
  • PA Capital sold 23,441 Block Inc shares in Q2 2020, an estimated $1.23M.
  • PA Capital first reported a position in Block Inc in Q2 2019 and held it in 4 quarters.
  • PA Capital's Block Inc position peaked at $1.49M in Q4 2019.
  • 866 funds tracked by Wall St. Rank held Block Inc as of Q2 2020.

Based on PA Capital's 13F filing for Q2 2020, filed 13 Aug 2020.