SPW
XYZ

Surience Private Wealth’s Block Inc XYZ Stock Holding History

Surience Private Wealth’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 		– Sell
-37,885
Closed -$1.68M – 30
2023
Q3 		$1.68M Buy
+37,885
New +$2.35M 3.25% 15

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

Surience Private Wealth's XYZ Position: Q4 2023 in Review

Surience Private Wealth sold out of Block Inc (XYZ) in Q4 2023, closing a stake of 37,885 shares — an estimated $1.68M sold.

Surience Private Wealth first reported a position in XYZ in Q3 2023 and held it in 1 quarter. The position peaked at $1.68M in Q3 2023. 1,029 funds tracked by Wall St. Rank hold XYZ as of Q4 2023.

  • Surience Private Wealth reported no remaining Block Inc position as of Q4 2023 after selling out during the quarter.
  • Surience Private Wealth sold 37,885 Block Inc shares in Q4 2023, an estimated $1.68M.
  • Surience Private Wealth first reported a position in Block Inc in Q3 2023 and held it in 1 quarter.
  • Surience Private Wealth's Block Inc position peaked at $1.68M in Q3 2023.
  • 1,029 funds tracked by Wall St. Rank held Block Inc as of Q4 2023.

Based on Surience Private Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.