QT
XYZ

Quantamental Technologies’s Block Inc XYZ Stock Holding History

Quantamental Technologies’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
2022
Q4 		– Sell
-9,992
Closed -$549K – 696
2022
Q3 		$549K Buy
+9,992
New +$707K 0.21% 168
2020
Q3 		– Sell
-2,960
Closed -$311K – 391
2020
Q2 		$311K Sell
2,960
-2,257
-43% -$173K 0.21% 158
2020
Q1 		$273K Buy
+5,217
New +$357K 0.64% 68
2019
Q2 		– Sell
-1,575
Closed -$118K – 1867
2019
Q1 		$118K Buy
+1,575
New +$114K 0.05% 552

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Quantamental Technologies's XYZ Position: Q4 2022 in Review

Quantamental Technologies sold out of Block Inc (XYZ) in Q4 2022, closing a stake of 9,992 shares — an estimated $549K sold.

Quantamental Technologies first reported a position in XYZ in Q1 2019 and held it in 4 quarters. The position peaked at $549K in Q3 2022. 1,004 funds tracked by Wall St. Rank hold XYZ as of Q4 2022.

  • Quantamental Technologies reported no remaining Block Inc position as of Q4 2022 after selling out during the quarter.
  • Quantamental Technologies sold 9,992 Block Inc shares in Q4 2022, an estimated $549K.
  • Quantamental Technologies first reported a position in Block Inc in Q1 2019 and held it in 4 quarters.
  • Quantamental Technologies's Block Inc position peaked at $549K in Q3 2022.
  • 1,004 funds tracked by Wall St. Rank held Block Inc as of Q4 2022.

Based on Quantamental Technologies's 13F filing for Q4 2022, filed 14 Feb 2023.