V
XYZ

Veritable’s Block Inc XYZ Stock Holding History

Veritable’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
Q3 		– Sell
-4,733
Closed -$315K – 871
2023
Q2 		$315K Sell
4,733
-670
-12% -$41.9K ﹤0.01% 681
2023
Q1 		$371K Buy
5,403
+744
+16% +$55.7K 0.01% 623
2022
Q4 		$293K Buy
4,659
+643
+16% +$39.7K 0.01% 670
2022
Q3 		$221K Buy
+4,016
New +$284K ﹤0.01% 724
2022
Q1 		– Sell
-3,090
Closed -$499K – 952
2021
Q4 		$499K Sell
3,090
-531
-15% -$115K 0.01% 564
2021
Q3 		$868K Buy
3,621
+79
+2% +$20.3K 0.01% 419
2021
Q2 		$864K Buy
3,542
+421
+13% +$97.6K 0.01% 417
2021
Q1 		$709K Sell
3,121
-102
-3% -$23.9K 0.01% 432
2020
Q4 		$701K Buy
3,223
+709
+28% +$138K 0.01% 418
2020
Q3 		$409K Buy
2,514
+82
+3% +$11.6K 0.01% 505
2020
Q2 		$255K Buy
+2,432
New +$186K 0.01% 640

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
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Veritable's XYZ Position: Q3 2023 in Review

Veritable sold out of Block Inc (XYZ) in Q3 2023, closing a stake of 4,733 shares — an estimated $315K sold.

Veritable first reported a position in XYZ in Q2 2020 and held it in 11 quarters. The position peaked at $868K in Q3 2021. 887 funds tracked by Wall St. Rank hold XYZ as of Q3 2023.

  • Veritable reported no remaining Block Inc position as of Q3 2023 after selling out during the quarter.
  • Veritable sold 4,733 Block Inc shares in Q3 2023, an estimated $315K.
  • Veritable first reported a position in Block Inc in Q2 2020 and held it in 11 quarters.
  • Veritable's Block Inc position peaked at $868K in Q3 2021.
  • 887 funds tracked by Wall St. Rank held Block Inc as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.