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Vigilant Capital Management’s Block Inc XYZ Stock Holding History

Vigilant Capital Management’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
-210
Closed -$12K – 575
2022
Q3 		$12K Buy
+210
New +$14.9K ﹤0.01% 450
2022
Q1 		– Sell
-32
Closed -$5K – 658
2021
Q4 		$5K Hold
32
– – ﹤0.01% 583
2021
Q3 		$8K Hold
32
– – ﹤0.01% 556
2021
Q2 		$8K Hold
32
– – ﹤0.01% 375
2021
Q1 		$7K Hold
32
– – ﹤0.01% 333
2020
Q4 		$7K Hold
32
– – ﹤0.01% 302
2020
Q3 		$5K Hold
32
– – ﹤0.01% 329
2020
Q2 		$3K Hold
32
– – ﹤0.01% 311
2020
Q1 		$2K Sell
32
-226
-88% -$15.5K ﹤0.01% 314
2019
Q4 		$16K Buy
+258
New +$16.5K ﹤0.01% 403

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Vigilant Capital Management's XYZ Position: Q4 2022 in Review

Vigilant Capital Management sold out of Block Inc (XYZ) in Q4 2022, closing a stake of 210 shares — an estimated $12K sold.

Vigilant Capital Management first reported a position in XYZ in Q4 2019 and held it in 10 quarters. The position peaked at $16K in Q4 2019. 1,005 funds tracked by Wall St. Rank hold XYZ as of Q4 2022.

  • Vigilant Capital Management reported no remaining Block Inc position as of Q4 2022 after selling out during the quarter.
  • Vigilant Capital Management sold 210 Block Inc shares in Q4 2022, an estimated $12K.
  • Vigilant Capital Management first reported a position in Block Inc in Q4 2019 and held it in 10 quarters.
  • Vigilant Capital Management's Block Inc position peaked at $16K in Q4 2019.
  • 1,005 funds tracked by Wall St. Rank held Block Inc as of Q4 2022.

Based on Vigilant Capital Management's 13F filing for Q4 2022, filed 26 Jan 2023.