AIA
XYZ

Angeles Investment Advisors’s Block Inc XYZ Stock Holding History

Angeles Investment 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
2024
Q4 		– Sell
-6,598
Closed -$443K – 228
2024
Q3 		$443K Sell
6,598
-779
-11% -$50.3K 0.02% 115
2024
Q2 		$476K Buy
7,377
+176
+2% +$12.3K 0.02% 109
2024
Q1 		$609K Sell
7,201
-731
-9% -$52.9K 0.03% 84
2023
Q4 		$614K Sell
7,932
-66
-0.8% -$3.73K 0.04% 74
2023
Q3 		$354K Buy
+7,998
New +$495K 0.03% 119

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Angeles Investment Advisors's XYZ Position: Q4 2024 in Review

Angeles Investment Advisors sold out of Block Inc (XYZ) in Q4 2024, closing a stake of 6,598 shares — an estimated $443K sold.

Angeles Investment Advisors first reported a position in XYZ in Q3 2023 and held it in 5 quarters. The position peaked at $614K in Q4 2023. 1,137 funds tracked by Wall St. Rank hold XYZ as of Q4 2024.

  • Angeles Investment Advisors reported no remaining Block Inc position as of Q4 2024 after selling out during the quarter.
  • Angeles Investment Advisors sold 6,598 Block Inc shares in Q4 2024, an estimated $443K.
  • Angeles Investment Advisors first reported a position in Block Inc in Q3 2023 and held it in 5 quarters.
  • Angeles Investment Advisors's Block Inc position peaked at $614K in Q4 2023.
  • 1,137 funds tracked by Wall St. Rank held Block Inc as of Q4 2024.

Based on Angeles Investment Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.