VCP
XYZ

Verus Capital Partners’s Block Inc XYZ Stock Holding History

Verus Capital Partners’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
Q2 		– Sell
-4,820
Closed -$408K – 376
2024
Q1 		$408K Sell
4,820
-732
-13% -$52.9K 0.05% 221
2023
Q4 		$429K Sell
5,552
-94
-2% -$5.32K 0.05% 192
2023
Q3 		$250K Hold
5,646
– – 0.03% 248
2023
Q2 		$376K Sell
5,646
-166
-3% -$10.4K 0.05% 197
2023
Q1 		$399K Buy
5,812
+539
+10% +$40.3K 0.06% 184
2022
Q4 		$331K Buy
5,273
+74
+1% +$4.57K 0.06% 194
2022
Q3 		$286K Buy
5,199
+2,125
+69% +$150K 0.05% 208
2022
Q2 		$312K Sell
3,074
-1,868
-38% -$171K 0.06% 217
2022
Q1 		$485K Buy
+4,942
New +$598K 0.08% 183
2020
Q1 		$178K Buy
3,397
+1,218
+56% +$83.3K 0.06% 208
2019
Q4 		$136K Buy
+2,179
New +$139K 0.04% 297

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Verus Capital Partners's XYZ Position: Q2 2024 in Review

Verus Capital Partners sold out of Block Inc (XYZ) in Q2 2024, closing a stake of 4,820 shares — an estimated $408K sold.

Verus Capital Partners first reported a position in XYZ in Q4 2019 and held it in 11 quarters. The position peaked at $485K in Q1 2022. 998 funds tracked by Wall St. Rank hold XYZ as of Q2 2024.

  • Verus Capital Partners reported no remaining Block Inc position as of Q2 2024 after selling out during the quarter.
  • Verus Capital Partners sold 4,820 Block Inc shares in Q2 2024, an estimated $408K.
  • Verus Capital Partners first reported a position in Block Inc in Q4 2019 and held it in 11 quarters.
  • Verus Capital Partners's Block Inc position peaked at $485K in Q1 2022.
  • 998 funds tracked by Wall St. Rank held Block Inc as of Q2 2024.

Based on Verus Capital Partners's 13F filing for Q2 2024, filed 1 Aug 2024.