PMC FIG Opportunities’s Block Inc XYZ Stock Holding History

PMC FIG Opportunities’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 Q4	–	Sell	-22,500	Closed	-$996K	–	35
2023 Q3	$996K	Buy	+22,500	New	+$1.39M	3.58%	14

Other funds holding XYZ

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

PMC FIG Opportunities's XYZ Position: Q4 2023 in Review

PMC FIG Opportunities sold out of Block Inc (XYZ) in Q4 2023, closing a stake of 22,500 shares — an estimated $996K sold.

PMC FIG Opportunities first reported a position in XYZ in Q3 2023 and held it in 1 quarter. The position peaked at $996K in Q3 2023. 1,029 funds tracked by Wall St. Rank hold XYZ as of Q4 2023.

PMC FIG Opportunities reported no remaining Block Inc position as of Q4 2023 after selling out during the quarter.
PMC FIG Opportunities sold 22,500 Block Inc shares in Q4 2023, an estimated $996K.
PMC FIG Opportunities first reported a position in Block Inc in Q3 2023 and held it in 1 quarter.
PMC FIG Opportunities's Block Inc position peaked at $996K in Q3 2023.
1,029 funds tracked by Wall St. Rank held Block Inc as of Q4 2023.

Based on PMC FIG Opportunities's 13F filing for Q4 2023, filed 25 Apr 2025.