TFGT
XYZ

TS Financial Group (TSFG)’s Block Inc XYZ Stock Holding History

TS Financial Group (TSFG)’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
2024
Q1 		– Sell
-14
Closed -$1K – 943
2023
Q4 		$1K Sell
14
-46
-77% -$2.6K ﹤0.01% 861
2023
Q3 		$3K Hold
60
– – ﹤0.01% 794
2023
Q2 		$4K Hold
60
– – ﹤0.01% 721
2023
Q1 		$4K Hold
60
– – ﹤0.01% 716
2022
Q4 		$4K Sell
60
-10
-14% -$617 ﹤0.01% 718
2022
Q3 		$4K Hold
70
– – ﹤0.01% 690
2022
Q2 		$4K Sell
70
-121
-63% -$11.1K ﹤0.01% 693
2022
Q1 		$26K Sell
191
-73
-28% -$8.84K 0.01% 379
2021
Q4 		$43K Sell
264
-780
-75% -$169K 0.02% 326
2021
Q3 		$250K Buy
1,044
+36
+4% +$9.25K 0.1% 101
2021
Q2 		$246K Buy
1,008
+710
+238% +$165K 0.1% 104
2021
Q1 		$68K Buy
298
+130
+77% +$30.4K 0.03% 231
2020
Q4 		$37K Buy
168
+150
+833% +$29.3K 0.02% 291
2020
Q3 		$3K Buy
+18
New +$2.54K ﹤0.01% 624
2019
Q3 		– Sell
-370
Closed -$27K – 833
2019
Q2 		$27K Sell
370
-200
-35% -$14K 0.02% 275
2019
Q1 		$43K Buy
+570
New +$41.3K 0.04% 225

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 $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 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 $15.4B AUM 50.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

TS Financial Group (TSFG)'s XYZ Position: Q1 2024 in Review

TS Financial Group (TSFG) sold out of Block Inc (XYZ) in Q1 2024, closing a stake of 14 shares — an estimated $1K sold.

TS Financial Group (TSFG) first reported a position in XYZ in Q1 2019 and held it in 16 quarters. The position peaked at $250K in Q3 2021. 1,071 funds tracked by Wall St. Rank hold XYZ as of Q1 2024.

  • TS Financial Group (TSFG) reported no remaining Block Inc position as of Q1 2024 after selling out during the quarter.
  • TS Financial Group (TSFG) sold 14 Block Inc shares in Q1 2024, an estimated $1K.
  • TS Financial Group (TSFG) first reported a position in Block Inc in Q1 2019 and held it in 16 quarters.
  • TS Financial Group (TSFG)'s Block Inc position peaked at $250K in Q3 2021.
  • 1,071 funds tracked by Wall St. Rank held Block Inc as of Q1 2024.

Based on TS Financial Group (TSFG)'s 13F filing for Q1 2024, filed 16 Apr 2024.