SFFS
XYZ

Stonehage Fleming Financial Services’s Block Inc XYZ Stock Holding History

Stonehage Fleming Financial Services’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 		– Sell
-95
Closed -$6.32K – 259
2023
Q2 		$6.32K Buy
+95
New +$5.94K ﹤0.01% 188
2022
Q3 		– Sell
-215
Closed -$13K – 281
2022
Q2 		$13K Buy
+215
New +$19.6K ﹤0.01% 231
2021
Q4 		– Sell
-2,000
Closed -$480K – 241
2021
Q3 		$480K Buy
+2,000
New +$514K 0.01% 118

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

Stonehage Fleming Financial Services's XYZ Position: Q3 2023 in Review

Stonehage Fleming Financial Services sold out of Block Inc (XYZ) in Q3 2023, closing a stake of 95 shares — an estimated $6.32K sold.

Stonehage Fleming Financial Services first reported a position in XYZ in Q3 2021 and held it in 3 quarters. The position peaked at $480K in Q3 2021. 886 funds tracked by Wall St. Rank hold XYZ as of Q3 2023.

  • Stonehage Fleming Financial Services reported no remaining Block Inc position as of Q3 2023 after selling out during the quarter.
  • Stonehage Fleming Financial Services sold 95 Block Inc shares in Q3 2023, an estimated $6.32K.
  • Stonehage Fleming Financial Services first reported a position in Block Inc in Q3 2021 and held it in 3 quarters.
  • Stonehage Fleming Financial Services's Block Inc position peaked at $480K in Q3 2021.
  • 886 funds tracked by Wall St. Rank held Block Inc as of Q3 2023.

Based on Stonehage Fleming Financial Services's 13F filing for Q3 2023, filed 1 Nov 2023.