TVAMP
XYZ

Tennessee Valley Asset Management Partners’s Block Inc XYZ Stock Holding History

Tennessee Valley Asset Management Partners’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
2024
Q2 		– Sell
-2,850
Closed -$241K – 158
2024
Q1 		$241K Sell
2,850
-2,850
-50% -$206K 0.06% 117
2023
Q4 		$441K Buy
+5,700
New +$322K 0.06% 115

Other funds holding XYZ

Vanguard Group
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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tennessee Valley Asset Management Partners's XYZ Position: Q2 2024 in Review

Tennessee Valley Asset Management Partners sold out of Block Inc (XYZ) in Q2 2024, closing a stake of 2,850 shares — an estimated $241K sold.

Tennessee Valley Asset Management Partners first reported a position in XYZ in Q4 2023 and held it in 2 quarters. The position peaked at $441K in Q4 2023. 999 funds tracked by Wall St. Rank hold XYZ as of Q2 2024.

  • Tennessee Valley Asset Management Partners reported no remaining Block Inc position as of Q2 2024 after selling out during the quarter.
  • Tennessee Valley Asset Management Partners sold 2,850 Block Inc shares in Q2 2024, an estimated $241K.
  • Tennessee Valley Asset Management Partners first reported a position in Block Inc in Q4 2023 and held it in 2 quarters.
  • Tennessee Valley Asset Management Partners's Block Inc position peaked at $441K in Q4 2023.
  • 999 funds tracked by Wall St. Rank held Block Inc as of Q2 2024.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q2 2024, filed 19 Jul 2024.