TFP
XYZ

Tilia Fiduciary Partners’s Block Inc XYZ Stock Holding History

Tilia Fiduciary 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
2023
Q3 		– Sell
-1,634
Closed -$109K – 526
2023
Q2 		$109K Sell
1,634
-3,755
-70% -$235K 0.1% 127
2023
Q1 		$370K Sell
5,389
-1,954
-27% -$146K 0.35% 74
2022
Q4 		$461K Buy
7,343
+371
+5% +$22.9K 0.44% 68
2022
Q3 		$373K Buy
6,972
+1,599
+30% +$113K 0.38% 74
2022
Q2 		$349K Buy
5,373
+370
+7% +$33.8K 0.33% 76
2022
Q1 		$678K Buy
5,003
+159
+3% +$19.3K 0.58% 52
2021
Q4 		$782K Buy
+4,844
New +$1.05M 0.63% 51

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Tilia Fiduciary Partners's XYZ Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Block Inc (XYZ) in Q3 2023, closing a stake of 1,634 shares — an estimated $109K sold.

Tilia Fiduciary Partners first reported a position in XYZ in Q4 2021 and held it in 7 quarters. The position peaked at $782K in Q4 2021. 887 funds tracked by Wall St. Rank hold XYZ as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Block Inc position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 1,634 Block Inc shares in Q3 2023, an estimated $109K.
  • Tilia Fiduciary Partners first reported a position in Block Inc in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's Block Inc position peaked at $782K in Q4 2021.
  • 887 funds tracked by Wall St. Rank held Block Inc as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.