TI
XYZ

Truepoint Inc’s Block Inc XYZ Stock Holding History

Truepoint Inc’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
2022
Q4 		– Sell
-5,100
Closed -$280K – 174
2022
Q3 		$280K Hold
5,100
– – 0.01% 129
2022
Q2 		$313K Buy
+5,100
New +$466K 0.02% 128
2021
Q4 		– Sell
-3,100
Closed -$744K – 140
2021
Q3 		$744K Buy
+3,100
New +$796K 0.04% 67

Other funds holding XYZ

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Truepoint Inc's XYZ Position: Q4 2022 in Review

Truepoint Inc sold out of Block Inc (XYZ) in Q4 2022, closing a stake of 5,100 shares — an estimated $280K sold.

Truepoint Inc first reported a position in XYZ in Q3 2021 and held it in 3 quarters. The position peaked at $744K in Q3 2021. 1,004 funds tracked by Wall St. Rank hold XYZ as of Q4 2022.

  • Truepoint Inc reported no remaining Block Inc position as of Q4 2022 after selling out during the quarter.
  • Truepoint Inc sold 5,100 Block Inc shares in Q4 2022, an estimated $280K.
  • Truepoint Inc first reported a position in Block Inc in Q3 2021 and held it in 3 quarters.
  • Truepoint Inc's Block Inc position peaked at $744K in Q3 2021.
  • 1,004 funds tracked by Wall St. Rank held Block Inc as of Q4 2022.

Based on Truepoint Inc's 13F filing for Q4 2022, filed 13 Feb 2023.