TM
XYZ

Triatomic Management’s Block Inc XYZ Stock Holding History

Triatomic 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
Q4 		– Sell
-13,900
Closed -$618K – 63
2023
Q3 		$618K Buy
+13,900
New +$861K 0.43% 31
2022
Q1 		– Sell
-6,000
Closed -$969K – 57
2021
Q4 		$969K Buy
+6,000
New +$1.3M 0.59% 31

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Triatomic Management's XYZ Position: Q4 2023 in Review

Triatomic Management sold out of Block Inc (XYZ) in Q4 2023, closing a stake of 13,900 shares — an estimated $618K sold.

Triatomic Management first reported a position in XYZ in Q4 2021 and held it in 2 quarters. The position peaked at $969K in Q4 2021. 1,029 funds tracked by Wall St. Rank hold XYZ as of Q4 2023.

  • Triatomic Management reported no remaining Block Inc position as of Q4 2023 after selling out during the quarter.
  • Triatomic Management sold 13,900 Block Inc shares in Q4 2023, an estimated $618K.
  • Triatomic Management first reported a position in Block Inc in Q4 2021 and held it in 2 quarters.
  • Triatomic Management's Block Inc position peaked at $969K in Q4 2021.
  • 1,029 funds tracked by Wall St. Rank held Block Inc as of Q4 2023.

Based on Triatomic Management's 13F filing for Q4 2023, filed 13 Feb 2024.