Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
TC
XYZ
TownSquare Capital’s
Block Inc
XYZ
Stock Holding History
TownSquare Capital’s Portfolio
XYZ Stock Details
XYZ Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
–
Sell
-43,905
Closed
-$2.39M
–
1680
2025
Q1
$2.39M
Sell
43,905
-15,855
-27%
-$1.18M
0.03%
558
2024
Q4
$5.08M
Buy
59,760
+887
+2%
+$72.8K
0.06%
305
2024
Q3
$3.95M
Buy
58,873
+38,748
+193%
+$2.5M
0.05%
357
2024
Q2
$1.3M
Buy
20,125
+3,232
+19%
+$226K
0.02%
617
2024
Q1
$1.43M
Buy
16,893
+1,649
+11%
+$119K
0.02%
565
2023
Q4
$1.18M
Sell
15,244
-14,556
-49%
-$823K
0.02%
553
2023
Q3
$1.32M
Buy
29,800
+3,412
+13%
+$211K
0.02%
496
2023
Q2
$1.76M
Buy
26,388
+12,842
+95%
+$802K
0.03%
414
2023
Q1
$930K
Buy
13,546
+862
+7%
+$64.5K
0.02%
494
2022
Q4
$797K
Buy
12,684
+4,516
+55%
+$279K
0.02%
512
2022
Q3
$449K
Sell
8,168
-275
-3%
-$19.5K
0.01%
505
2022
Q2
$518K
Buy
8,443
+4,422
+110%
+$404K
0.01%
463
2022
Q1
$545K
Buy
+4,021
New
+$487K
0.01%
475
2021
Q4
–
Sell
-1,062
Closed
-$255K
–
780
2021
Q3
$255K
Buy
1,062
+25
+2%
+$6.42K
0.01%
606
2021
Q2
$256K
Buy
+1,037
New
+$241K
0.01%
527
Other funds holding XYZ
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Baillie Gifford & Co
Edinburgh, United Kingdom
$97.9B AUM
20.73%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Sands Capital Management
Arlington, Virginia
$25.5B AUM
26.46%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
DIG
Dragoneer Investment Group
San Francisco, California
$3B AUM
6.95%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close