AWM
XYZ

Avitas Wealth Management’s Block Inc XYZ Stock Holding History

Avitas Wealth Management’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 		$1.27M Sell
14,942
-109
-0.7% -$8.94K 0.18% 122
2024
Q3 		$1.01M Sell
15,051
-39
-0.3% -$2.52K 0.14% 142
2024
Q2 		$973K Sell
15,090
-84
-0.6% -$5.88K 0.14% 140
2024
Q1 		$1.28M Sell
15,174
-12,092
-44% -$875K 0.2% 126
2023
Q4 		$2.11M Buy
27,266
+8,339
+44% +$471K 0.35% 84
2023
Q3 		$838K Buy
18,927
+4,310
+29% +$267K 0.16% 136
2023
Q2 		$973K Sell
14,617
-23
-0.2% -$1.44K 0.18% 125
2023
Q1 		$1.01M Sell
14,640
-119
-0.8% -$8.91K 0.2% 130
2022
Q4 		$927K Buy
14,759
+69
+0.5% +$4.26K 0.2% 118
2022
Q3 		$808K Sell
14,690
-176
-1% -$12.5K 0.19% 119
2022
Q2 		$914K Buy
14,866
+90
+0.6% +$8.22K 0.2% 124
2022
Q1 		$2M Sell
14,776
-1,854
-11% -$224K 0.36% 91
2021
Q4 		$2.69M Buy
16,630
+314
+2% +$68K 0.45% 84
2021
Q3 		$3.91M Sell
16,316
-132
-0.8% -$33.9K 0.71% 55
2021
Q2 		$4.01M Buy
16,448
+397
+2% +$92.1K 0.71% 49
2021
Q1 		$3.64M Sell
16,051
-8,954
-36% -$2.09M 0.71% 45
2020
Q4 		$5.44M Buy
25,005
+7,608
+44% +$1.48M 1.1% 16
2020
Q3 		$2.83M Sell
17,397
-4,499
-21% -$635K 0.79% 39
2020
Q2 		$2.3M Buy
+21,896
New +$1.68M 0.76% 44
2020
Q1 		– Sell
-31,683
Closed -$1.98M – 182
2019
Q4 		$1.98M Buy
+31,683
New +$2.02M 0.51% 83
2019
Q3 		– Sell
-31,733
Closed -$2.3M – 190
2019
Q2 		$2.3M Buy
31,733
+23,439
+283% +$1.64M 0.64% 73
2019
Q1 		$621K Buy
+8,294
New +$601K 0.18% 123

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

Avitas Wealth Management's XYZ Position: Q4 2024 in Review

Avitas Wealth Management reduced its Block Inc (XYZ) stake by 0.72% in Q4 2024, selling an estimated $8.94K and leaving 14,942 shares worth $1.27M. The position accounts for 0.18% of the portfolio, ranked #122.

Avitas Wealth Management first reported a position in XYZ in Q1 2019 and has held it in 22 quarters since. The position peaked at $5.44M in Q4 2020. 1,138 funds tracked by Wall St. Rank hold XYZ as of Q4 2024.

  • Avitas Wealth Management held 14,942 shares of Block Inc worth $1.27M as of Q4 2024.
  • Avitas Wealth Management sold 109 Block Inc shares in Q4 2024, an estimated $8.94K.
  • Block Inc made up 0.18% of Avitas Wealth Management's portfolio in Q4 2024, its #122 holding.
  • Avitas Wealth Management first reported a position in Block Inc in Q1 2019 and has held it in 22 quarters since.
  • Avitas Wealth Management's Block Inc position peaked at $5.44M in Q4 2020.
  • 1,138 funds tracked by Wall St. Rank held Block Inc as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.