PCM
XYZ

Pointe Capital Management’s Block Inc XYZ Stock Holding History

Pointe Capital Management’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
-15
Closed -$1.03K – 399
2023
Q1 		$1.03K Buy
+15
New +$1.12K ﹤0.01% 397

Other funds holding XYZ

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Pointe Capital Management's XYZ Position: Q2 2023 in Review

Pointe Capital Management sold out of Block Inc (XYZ) in Q2 2023, closing a stake of 15 shares — an estimated $1.03K sold.

Pointe Capital Management first reported a position in XYZ in Q1 2023 and held it in 1 quarter. The position peaked at $1.03K in Q1 2023. 968 funds tracked by Wall St. Rank hold XYZ as of Q2 2023.

  • Pointe Capital Management reported no remaining Block Inc position as of Q2 2023 after selling out during the quarter.
  • Pointe Capital Management sold 15 Block Inc shares in Q2 2023, an estimated $1.03K.
  • Pointe Capital Management first reported a position in Block Inc in Q1 2023 and held it in 1 quarter.
  • Pointe Capital Management's Block Inc position peaked at $1.03K in Q1 2023.
  • 968 funds tracked by Wall St. Rank held Block Inc as of Q2 2023.

Based on Pointe Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.