ZCA
XYZ

Zeke Capital Advisors’s Block Inc XYZ Stock Holding History

Zeke Capital 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
2022
Q4 		$862K Sell
13,717
-1,023
-7% -$63.1K 0.06% 160
2022
Q3 		$810K Hold
14,740
– – 0.06% 148
2022
Q2 		$906K Buy
14,740
+2,497
+20% +$228K 0.06% 140
2022
Q1 		$1.66M Buy
+12,243
New +$1.48M 0.08% 101

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Zeke Capital Advisors's XYZ Position: Q4 2022 in Review

Zeke Capital Advisors reduced its Block Inc (XYZ) stake by 6.9% in Q4 2022, selling an estimated $63.1K and leaving 13,717 shares worth $862K. The position accounts for 0.06% of the portfolio, ranked #160.

Zeke Capital Advisors first reported a position in XYZ in Q1 2022 and has held it in 4 quarters since. The position peaked at $1.66M in Q1 2022. 1,005 funds tracked by Wall St. Rank hold XYZ as of Q4 2022.

  • Zeke Capital Advisors held 13,717 shares of Block Inc worth $862K as of Q4 2022.
  • Zeke Capital Advisors sold 1,023 Block Inc shares in Q4 2022, an estimated $63.1K.
  • Block Inc made up 0.06% of Zeke Capital Advisors's portfolio in Q4 2022, its #160 holding.
  • Zeke Capital Advisors first reported a position in Block Inc in Q1 2022 and has held it in 4 quarters since.
  • Zeke Capital Advisors's Block Inc position peaked at $1.66M in Q1 2022.
  • 1,005 funds tracked by Wall St. Rank held Block Inc as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.