SS
XYZ

Simplicity Solutions’s Block Inc XYZ Stock Holding History

Simplicity Solutions’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 		$503K Buy
6,508
+1,620
+33% +$91.6K 0.01% 663
2023
Q3 		$216K Sell
4,888
-3,222
-40% -$200K 0.01% 883
2023
Q2 		$540K Sell
8,110
-6,010
-43% -$375K 0.01% 640
2023
Q1 		$969K Buy
14,120
+8,948
+173% +$670K 0.03% 496
2022
Q4 		$325K Buy
5,172
+1,417
+38% +$87.4K 0.04% 455
2022
Q3 		$206K Sell
3,755
-1,243
-25% -$88K 0.03% 592
2022
Q2 		$307K Sell
4,998
-673
-12% -$61.5K 0.04% 434
2022
Q1 		$769K Sell
5,671
-2,413
-30% -$292K 0.09% 224
2021
Q4 		$1.31M Buy
8,084
+3,793
+88% +$822K 0.15% 181
2021
Q3 		$1.03M Buy
4,291
+480
+13% +$123K 0.16% 138
2021
Q2 		$929K Sell
3,811
-937
-20% -$217K 0.18% 120
2021
Q1 		$1.08M Sell
4,748
-6,049
-56% -$1.41M 0.24% 90
2020
Q4 		$2.35M Buy
10,797
+909
+9% +$177K 0.03% 348
2020
Q3 		$1.61M Sell
9,888
-1,804
-15% -$255K 0.03% 383
2020
Q2 		$1.23M Buy
11,692
+4,328
+59% +$331K 0.02% 416
2020
Q1 		$386K Buy
7,364
+1,387
+23% +$94.9K 0.01% 559
2019
Q4 		$374K Buy
5,977
+1,139
+24% +$72.8K 0.01% 614
2019
Q3 		$300K Buy
4,838
+292
+6% +$19.8K 0.01% 546
2019
Q2 		$330K Buy
4,546
+1,237
+37% +$86.4K 0.01% 465
2019
Q1 		$248K Sell
3,309
-2,246
-40% -$163K 0.01% 606
2018
Q4 		$311K Buy
+5,555
New +$392K 0.04% 434

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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

Simplicity Solutions's XYZ Position: Q4 2023 in Review

Simplicity Solutions increased its Block Inc (XYZ) stake by 33% in Q4 2023, buying an estimated $91.6K and bringing the position to 6,508 shares worth $503K. The position accounts for 0.01% of the portfolio, ranked #663.

Simplicity Solutions first reported a position in XYZ in Q4 2018 and has held it in 21 quarters since. The position peaked at $2.35M in Q4 2020. 1,029 funds tracked by Wall St. Rank hold XYZ as of Q4 2023.

  • Simplicity Solutions held 6,508 shares of Block Inc worth $503K as of Q4 2023.
  • Simplicity Solutions bought 1,620 Block Inc shares in Q4 2023, an estimated $91.6K.
  • Block Inc made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #663 holding.
  • Simplicity Solutions first reported a position in Block Inc in Q4 2018 and has held it in 21 quarters since.
  • Simplicity Solutions's Block Inc position peaked at $2.35M in Q4 2020.
  • 1,029 funds tracked by Wall St. Rank held Block Inc as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.