SAG
XYZ

Spotlight Asset Group’s Block Inc XYZ Stock Holding History

Spotlight Asset Group’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
2024
Q2 		– Sell
-250
Closed -$21.1K – 265
2024
Q1 		$21.1K Hold
250
– – 0.02% 170
2023
Q4 		$11.1K Hold
250
– – 0.01% 192
2023
Q3 		$11.1K Hold
250
– – 0.01% 192
2023
Q2 		$16.6K Buy
+250
New +$15.6K 0.01% 183

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Spotlight Asset Group's XYZ Position: Q2 2024 in Review

Spotlight Asset Group sold out of Block Inc (XYZ) in Q2 2024, closing a stake of 250 shares — an estimated $21.1K sold.

Spotlight Asset Group first reported a position in XYZ in Q2 2023 and held it in 4 quarters. The position peaked at $21.1K in Q1 2024. 999 funds tracked by Wall St. Rank hold XYZ as of Q2 2024.

  • Spotlight Asset Group reported no remaining Block Inc position as of Q2 2024 after selling out during the quarter.
  • Spotlight Asset Group sold 250 Block Inc shares in Q2 2024, an estimated $21.1K.
  • Spotlight Asset Group first reported a position in Block Inc in Q2 2023 and held it in 4 quarters.
  • Spotlight Asset Group's Block Inc position peaked at $21.1K in Q1 2024.
  • 999 funds tracked by Wall St. Rank held Block Inc as of Q2 2024.

Based on Spotlight Asset Group's 13F filing for Q2 2024, filed 24 Jul 2024.