Wasatch Global Select Fund XYZ Holdings History
Number of Shares
4,626.00
Current Holdings Value*
$251,330.00
% of Portfolio
1.78%
Total Estimate Gain
$31,543.15
% of Total Estimate Gain
5.35%
Wasatch Global Select Fund's Block Inc Holding Summary
As of 2025-03-31, WASATCH FUNDS TRUST held 4,626.00 shares of Block Inc(XYZ), totaling $251,330.00. This investment constitutes 1.78% of their stock portfolio, and WASATCH FUNDS TRUST now holds 0% of the outstanding Block Inc(XYZ) stock.
The initial trade took place in 2020Q2. And since then Wasatch Global Select Fund has made 14 purchases of XYZ, at an average price of $98.84, for a total of 5,970.00 shares. In addition, there have been 3 sales at an average price of $224.24 for 1,344.00 shares. Based on historical transaction data and XYZ's current price of $69.23, Wasatch Global Select Fund's estimated gain on his XYZ holdings is $31,543.15, reflecting a 5.35% gain to date.
Wasatch Global Select Fund XYZ ($69.23) Holding Chart
Wasatch Global Select Fund XYZ ($69.23) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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