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Pinnacle Holdings’s Block Inc XYZ Stock Holding History

Pinnacle Holdings’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
-137
Closed -$9.4K – 258
2023
Q1 		$9.4K Buy
+137
New +$10.3K ﹤0.01% 236
2022
Q2 		– Sell
-180
Closed -$24.4K – 261
2022
Q1 		$24.4K Buy
+180
New +$21.8K 0.01% 211
2021
Q4 		– Sell
-594
Closed -$142K – 261
2021
Q3 		$142K Buy
+594
New +$153K 0.06% 160

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Pinnacle Holdings's XYZ Position: Q2 2023 in Review

Pinnacle Holdings sold out of Block Inc (XYZ) in Q2 2023, closing a stake of 137 shares — an estimated $9.4K sold.

Pinnacle Holdings first reported a position in XYZ in Q3 2021 and held it in 3 quarters. The position peaked at $142K in Q3 2021. 969 funds tracked by Wall St. Rank hold XYZ as of Q2 2023.

  • Pinnacle Holdings reported no remaining Block Inc position as of Q2 2023 after selling out during the quarter.
  • Pinnacle Holdings sold 137 Block Inc shares in Q2 2023, an estimated $9.4K.
  • Pinnacle Holdings first reported a position in Block Inc in Q3 2021 and held it in 3 quarters.
  • Pinnacle Holdings's Block Inc position peaked at $142K in Q3 2021.
  • 969 funds tracked by Wall St. Rank held Block Inc as of Q2 2023.

Based on Pinnacle Holdings's 13F filing for Q2 2023, filed 11 Aug 2023.