SFG
XYZ

Steward Financial Group’s Block Inc XYZ Stock Holding History

Steward Financial 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
2023
Q3 		$18K Buy
424
+53
+14% +$3.28K 0.01% 266
2023
Q2 		$24K Buy
+371
New +$23.2K 0.01% 223
2022
Q3 		– Sell
-65
Closed -$3K – 1382
2022
Q2 		$3K Buy
65
+5
+8% +$457 ﹤0.01% 495
2022
Q1 		$8K Hold
60
– – 0.01% 220
2021
Q4 		$9K Buy
+60
New +$13K 0.01% 163

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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Steward Financial Group's XYZ Position: Q3 2023 in Review

Steward Financial Group increased its Block Inc (XYZ) stake by 14% in Q3 2023, buying an estimated $3.28K and bringing the position to 424 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #266.

Steward Financial Group first reported a position in XYZ in Q4 2021 and has held it in 5 quarters since. The position peaked at $24K in Q2 2023. 886 funds tracked by Wall St. Rank hold XYZ as of Q3 2023.

  • Steward Financial Group held 424 shares of Block Inc worth $18K as of Q3 2023.
  • Steward Financial Group bought 53 Block Inc shares in Q3 2023, an estimated $3.28K.
  • Block Inc made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #266 holding.
  • Steward Financial Group first reported a position in Block Inc in Q4 2021 and has held it in 5 quarters since.
  • Steward Financial Group's Block Inc position peaked at $24K in Q2 2023.
  • 886 funds tracked by Wall St. Rank held Block Inc as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.