TGAM
XYZ

TBH Global Asset Management’s Block Inc XYZ Stock Holding History

TBH Global Asset 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
2020
Q1 		– Sell
-5,132
Closed -$321K – 171
2019
Q4 		$321K Buy
+5,132
New +$328K 0.1% 133

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TBH Global Asset Management's XYZ Position: Q1 2020 in Review

TBH Global Asset Management sold out of Block Inc (XYZ) in Q1 2020, closing a stake of 5,132 shares — an estimated $321K sold.

TBH Global Asset Management first reported a position in XYZ in Q4 2019 and held it in 1 quarter. The position peaked at $321K in Q4 2019. 756 funds tracked by Wall St. Rank hold XYZ as of Q1 2020.

  • TBH Global Asset Management reported no remaining Block Inc position as of Q1 2020 after selling out during the quarter.
  • TBH Global Asset Management sold 5,132 Block Inc shares in Q1 2020, an estimated $321K.
  • TBH Global Asset Management first reported a position in Block Inc in Q4 2019 and held it in 1 quarter.
  • TBH Global Asset Management's Block Inc position peaked at $321K in Q4 2019.
  • 756 funds tracked by Wall St. Rank held Block Inc as of Q1 2020.

Based on TBH Global Asset Management's 13F filing for Q1 2020, filed 23 Apr 2020.