SCP
XYZ

Stamos Capital Partners’s Block Inc XYZ Stock Holding History

Stamos Capital Partners’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
Q1 		– Sell
-8,030
Closed -$505K – 134
2022
Q4 		$505K Buy
+8,030
New +$495K 0.16% 100
2022
Q3 		– Sell
-8,030
Closed -$494K – 195
2022
Q2 		$494K Buy
8,030
+2,280
+40% +$208K 0.15% 88
2022
Q1 		$780K Buy
+5,750
New +$696K 0.26% 74
2020
Q1 		– Sell
-8,042
Closed -$503K – 91
2019
Q4 		$503K Buy
8,042
+4,210
+110% +$269K 0.41% 37
2019
Q3 		$237K Sell
3,832
-2,968
-44% -$202K 0.21% 39
2019
Q2 		$498K Hold
6,800
– – 0.5% 37
2019
Q1 		$527K Sell
6,800
-6,332
-48% -$459K 0.68% 41
2018
Q4 		$737K Buy
+13,132
New +$927K 0.56% 50

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Stamos Capital Partners's XYZ Position: Q1 2023 in Review

Stamos Capital Partners sold out of Block Inc (XYZ) in Q1 2023, closing a stake of 8,030 shares — an estimated $505K sold.

Stamos Capital Partners first reported a position in XYZ in Q4 2018 and held it in 8 quarters. The position peaked at $780K in Q1 2022. 994 funds tracked by Wall St. Rank hold XYZ as of Q1 2023.

  • Stamos Capital Partners reported no remaining Block Inc position as of Q1 2023 after selling out during the quarter.
  • Stamos Capital Partners sold 8,030 Block Inc shares in Q1 2023, an estimated $505K.
  • Stamos Capital Partners first reported a position in Block Inc in Q4 2018 and held it in 8 quarters.
  • Stamos Capital Partners's Block Inc position peaked at $780K in Q1 2022.
  • 994 funds tracked by Wall St. Rank held Block Inc as of Q1 2023.

Based on Stamos Capital Partners's 13F filing for Q1 2023, filed 12 May 2023.