TCWA
XYZ

Turtle Creek Wealth Advisors’s Block Inc XYZ Stock Holding History

Turtle Creek Wealth Advisors’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
-312
Closed -$24.1K – 850
2023
Q4 		$24.1K Buy
+312
New +$17.6K 0.01% 384

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Turtle Creek Wealth Advisors's XYZ Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of Block Inc (XYZ) in Q1 2024, closing a stake of 312 shares — an estimated $24.1K sold.

Turtle Creek Wealth Advisors first reported a position in XYZ in Q4 2023 and held it in 1 quarter. The position peaked at $24.1K in Q4 2023. 1,068 funds tracked by Wall St. Rank hold XYZ as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining Block Inc position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 312 Block Inc shares in Q1 2024, an estimated $24.1K.
  • Turtle Creek Wealth Advisors first reported a position in Block Inc in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's Block Inc position peaked at $24.1K in Q4 2023.
  • 1,068 funds tracked by Wall St. Rank held Block Inc as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.