AAS
XYZ

Avantax Advisory Services’s Block Inc XYZ Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$1.56M Sell
22,901
-9,054
-28% -$527K 0.01% 926
2025
Q1 		$1.74M Sell
31,955
-3,097
-9% -$231K 0.01% 807
2024
Q4 		$2.98M Buy
35,052
+5,293
+18% +$434K 0.02% 561
2024
Q3 		$2M Sell
29,759
-260
-0.9% -$16.8K 0.01% 695
2024
Q2 		$1.94M Buy
30,019
+8,091
+37% +$566K 0.01% 673
2024
Q1 		$1.85M Buy
21,928
+1,292
+6% +$93.4K 0.02% 554
2023
Q4 		$1.6M Sell
20,636
-1,183
-5% -$66.9K 0.02% 576
2023
Q3 		$966K Sell
21,819
-459
-2% -$28.4K 0.01% 707
2023
Q2 		$1.48M Sell
22,278
-3,298
-13% -$206K 0.02% 556
2023
Q1 		$1.76M Buy
25,576
+3,741
+17% +$280K 0.02% 478
2022
Q4 		$1.37M Sell
21,835
-15
-0.1% -$926 0.02% 526
2022
Q3 		$1.2M Sell
21,850
-105
-0.5% -$7.43K 0.02% 504
2022
Q2 		$1.35M Buy
21,955
+593
+3% +$54.2K 0.02% 473
2022
Q1 		$2.9M Buy
21,362
+612
+3% +$74.1K 0.04% 305
2021
Q4 		$3.35M Sell
20,750
-2,326
-10% -$504K 0.05% 265
2021
Q3 		$5.54M Buy
23,076
+1,533
+7% +$394K 0.09% 164
2021
Q2 		$5.26M Buy
21,543
+1,303
+6% +$302K 0.1% 166
2021
Q1 		$4.6M Buy
20,240
+3,683
+22% +$862K 0.1% 160
2020
Q4 		$3.6M Sell
16,557
-16,108
-49% -$3.14M 0.09% 168
2020
Q3 		$5.31M Buy
32,665
+17,609
+117% +$2.49M 0.09% 201
2020
Q2 		$1.57M Buy
15,056
+3,115
+26% +$238K 0.05% 264
2020
Q1 		$619K Buy
11,941
+3,145
+36% +$215K 0.02% 392
2019
Q4 		$553K Sell
8,796
-1,283
-13% -$82K 0.01% 443
2019
Q3 		$622K Buy
10,079
+1,647
+20% +$112K 0.03% 285
2019
Q2 		$612K Sell
8,432
-575
-6% -$40.2K 0.03% 263
2019
Q1 		$675K Buy
9,007
+1,876
+26% +$136K 0.04% 235
2018
Q4 		$400K Buy
+7,131
New +$504K 0.07% 257

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Avantax Advisory Services's XYZ Position: Q2 2025 in Review

Avantax Advisory Services reduced its Block Inc (XYZ) stake by 28% in Q2 2025, selling an estimated $527K and leaving 22,901 shares worth $1.56M. The position accounts for 0.01% of the portfolio, ranked #926.

Avantax Advisory Services first reported a position in XYZ in Q4 2018 and has held it in 27 quarters since. The position peaked at $5.54M in Q3 2021. 987 funds tracked by Wall St. Rank hold XYZ as of Q2 2025.

  • Avantax Advisory Services held 22,901 shares of Block Inc worth $1.56M as of Q2 2025.
  • Avantax Advisory Services sold 9,054 Block Inc shares in Q2 2025, an estimated $527K.
  • Block Inc made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #926 holding.
  • Avantax Advisory Services first reported a position in Block Inc in Q4 2018 and has held it in 27 quarters since.
  • Avantax Advisory Services's Block Inc position peaked at $5.54M in Q3 2021.
  • 987 funds tracked by Wall St. Rank held Block Inc as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.