Pictet Asset Management (Switzerland)’s Block Inc XYZ Stock Holding History

Pictet Asset Management (Switzerland)’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	$16.8M	Sell	252,839 -1,296	-0.5%	-$81K	0.02%	507
2023 Q1	$17.4M	Sell	254,135 -177,307	-41%	-$13.3M	0.02%	494
2022 Q4	$27.1M	Buy	431,442 +14,446	+3%	+$891K	0.04%	382
2022 Q3	$22.9M	Buy	416,996 +43,828	+12%	+$3.1M	0.03%	401
2022 Q2	$22.9M	Buy	373,168 +10,894	+3%	+$995K	0.03%	423
2022 Q1	$49.1M	Buy	362,274 +34,137	+10%	+$4.13M	0.06%	312
2021 Q4	$53M	Sell	328,137 -13,232	-4%	-$2.87M	0.05%	331
2021 Q3	$81.9M	Buy	+341,369	New	+$87.7M	0.09%	255

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s XYZ Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) reduced its Block Inc (XYZ) stake by 0.51% in Q2 2023, selling an estimated $81K and leaving 252,839 shares worth $16.8M. The position accounts for 0.02% of the portfolio, ranked #507.

Pictet Asset Management (Switzerland) first reported a position in XYZ in Q3 2021 and has held it in 8 quarters since. The position peaked at $81.9M in Q3 2021. 969 funds tracked by Wall St. Rank hold XYZ as of Q2 2023.

Pictet Asset Management (Switzerland) held 252,839 shares of Block Inc worth $16.8M as of Q2 2023.
Pictet Asset Management (Switzerland) sold 1,296 Block Inc shares in Q2 2023, an estimated $81K.
Block Inc made up 0.02% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #507 holding.
Pictet Asset Management (Switzerland) first reported a position in Block Inc in Q3 2021 and has held it in 8 quarters since.
Pictet Asset Management (Switzerland)'s Block Inc position peaked at $81.9M in Q3 2021.
969 funds tracked by Wall St. Rank held Block Inc as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.