WMSA
XYZ

Weiss Multi-Strategy Advisers’s Block Inc XYZ Stock Holding History

Weiss Multi-Strategy Advisers’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
2019
Q4 		– Sell
-604,000
Closed -$37.4M – 752
2019
Q3 		$37.4M Buy
+604,000
New +$41M 0.76% 24

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Weiss Multi-Strategy Advisers's XYZ Position: Q4 2023 in Review

Weiss Multi-Strategy Advisers sold out of Block Inc (XYZ) in Q4 2023, closing a stake of 40,000 shares — an estimated $1.77M sold.

Weiss Multi-Strategy Advisers first reported a position in XYZ in Q1 2017 and held it in 10 quarters. The position peaked at $7.49M in Q1 2019. 1,029 funds tracked by Wall St. Rank hold XYZ as of Q4 2023.

  • Weiss Multi-Strategy Advisers reported no remaining Block Inc position as of Q4 2023 after selling out during the quarter.
  • Weiss Multi-Strategy Advisers sold 40,000 Block Inc shares in Q4 2023, an estimated $1.77M.
  • Weiss Multi-Strategy Advisers first reported a position in Block Inc in Q1 2017 and held it in 10 quarters.
  • Weiss Multi-Strategy Advisers's Block Inc position peaked at $7.49M in Q1 2019.
  • 1,029 funds tracked by Wall St. Rank held Block Inc as of Q4 2023.

Based on Weiss Multi-Strategy Advisers's 13F filing for Q4 2023, filed 14 Feb 2024.