Symmetry Peak Management’s Block Inc XYZ Stock Holding History

Symmetry Peak Management’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 Q2	–	Sell	-25,000	Closed	-$1.72M	–	171
2023 Q1	$1.72M	Buy	+25,000	New	+$1.87M	0.37%	30
2021 Q2	–	Sell	-1,000	Closed	-$227K	–	58
2021 Q1	$227K	Buy	+1,000	New	+$234K	0.78%	27
2019 Q2	–	Sell	-15,000	Closed	-$1.12M	–	228
2019 Q1	$1.12M	Buy	+15,000	New	+$1.09M	0.27%	59

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Symmetry Peak Management's XYZ Position: Q4 2017 in Review

Symmetry Peak Management sold out of Block Inc (XYZ) in Q4 2017, closing a stake of 50,763 shares — an estimated $1.46M sold.

Symmetry Peak Management first reported a position in XYZ in Q1 2016 and held it in 3 quarters. The position peaked at $1.46M in Q3 2017. 432 funds tracked by Wall St. Rank hold XYZ as of Q4 2017.

Symmetry Peak Management reported no remaining Block Inc position as of Q4 2017 after selling out during the quarter.
Symmetry Peak Management sold 50,763 Block Inc shares in Q4 2017, an estimated $1.46M.
Symmetry Peak Management first reported a position in Block Inc in Q1 2016 and held it in 3 quarters.
Symmetry Peak Management's Block Inc position peaked at $1.46M in Q3 2017.
432 funds tracked by Wall St. Rank held Block Inc as of Q4 2017.

Based on Symmetry Peak Management's 13F filing for Q4 2017, filed 15 Feb 2018.