TCM
XYZ

True Capital Management’s Block Inc XYZ Stock Holding History

True Capital 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
Q1 		$2.61M Buy
37,956
+124
+0.3% +$9.28K 1.78% 16
2022
Q4 		$2.38M Buy
+37,832
New +$2.33M 1.93% 12

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

True Capital Management's XYZ Position: Q1 2023 in Review

True Capital Management increased its Block Inc (XYZ) stake by 0.33% in Q1 2023, buying an estimated $9.28K and bringing the position to 37,956 shares worth $2.61M. The position accounts for 1.78% of the portfolio, ranked #16.

True Capital Management first reported a position in XYZ in Q4 2022 and has held it in 2 quarters since. 994 funds tracked by Wall St. Rank hold XYZ as of Q1 2023.

  • True Capital Management held 37,956 shares of Block Inc worth $2.61M as of Q1 2023.
  • True Capital Management bought 124 Block Inc shares in Q1 2023, an estimated $9.28K.
  • Block Inc made up 1.78% of True Capital Management's portfolio in Q1 2023, its #16 holding.
  • True Capital Management first reported a position in Block Inc in Q4 2022 and has held it in 2 quarters since.
  • 994 funds tracked by Wall St. Rank held Block Inc as of Q1 2023.

Based on True Capital Management's 13F filing for Q1 2023, filed 2 May 2023.