BWP
XYZ

Baldwin Wealth Partners’s Block Inc XYZ Stock Holding History

Baldwin Wealth Partners’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
Q3 		– Sell
-4
Closed -$258 – 1178
2024
Q2 		$258 Buy
+4
New +$280 ﹤0.01% 752
2024
Q1 		– Sell
-295
Closed -$22.8K – 741
2023
Q4 		$22.8K Hold
295
– – ﹤0.01% 485
2023
Q3 		$13.1K Hold
295
– – ﹤0.01% 555
2023
Q2 		$19.6K Hold
295
– – ﹤0.01% 536
2023
Q1 		$20.3K Hold
295
– – ﹤0.01% 541
2022
Q4 		$18.5K Hold
295
– – ﹤0.01% 546
2022
Q3 		$16K Hold
295
– – ﹤0.01% 467
2022
Q2 		$18K Sell
295
-28
-9% -$2.56K ﹤0.01% 487
2022
Q1 		$44K Sell
323
-50
-13% -$6.05K ﹤0.01% 388
2021
Q4 		$60K Sell
373
-150
-29% -$32.5K 0.01% 327
2021
Q3 		$125K Hold
523
– – 0.01% 238
2021
Q2 		$128K Hold
523
– – 0.01% 244
2021
Q1 		$119K Buy
523
+178
+52% +$41.6K 0.01% 238
2020
Q4 		$75K Hold
345
– – 0.01% 275
2020
Q3 		$56K Hold
345
– – 0.01% 285
2020
Q2 		$36K Sell
345
-100
-22% -$7.66K 0.01% 332
2020
Q1 		$23K Hold
445
– – ﹤0.01% 365
2019
Q4 		$28K Buy
445
+50
+13% +$3.19K ﹤0.01% 378
2019
Q3 		$24K Hold
395
– – ﹤0.01% 389
2019
Q2 		$29K Sell
395
-10
-2% -$699 ﹤0.01% 363
2019
Q1 		$30K Hold
405
– – ﹤0.01% 358
2018
Q4 		$23K Hold
405
– – ﹤0.01% 373
2018
Q3 		$40K Buy
405
+185
+84% +$14.3K 0.01% 342
2018
Q2 		$14K Hold
220
– – ﹤0.01% 435
2018
Q1 		$11K Sell
220
-100
-31% -$4.59K ﹤0.01% 432
2017
Q4 		$11K Hold
320
– – ﹤0.01% 416
2017
Q3 		$9K Hold
320
– – ﹤0.01% 419
2017
Q2 		$8K Buy
+320
New +$6.61K ﹤0.01% 433

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Baldwin Wealth Partners's XYZ Position: Q3 2024 in Review

Baldwin Wealth Partners sold out of Block Inc (XYZ) in Q3 2024, closing a stake of 4 shares — an estimated $258 sold.

Baldwin Wealth Partners first reported a position in XYZ in Q2 2017 and held it in 28 quarters. The position peaked at $128K in Q2 2021. 988 funds tracked by Wall St. Rank hold XYZ as of Q3 2024.

  • Baldwin Wealth Partners reported no remaining Block Inc position as of Q3 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 4 Block Inc shares in Q3 2024, an estimated $258.
  • Baldwin Wealth Partners first reported a position in Block Inc in Q2 2017 and held it in 28 quarters.
  • Baldwin Wealth Partners's Block Inc position peaked at $128K in Q2 2021.
  • 988 funds tracked by Wall St. Rank held Block Inc as of Q3 2024.

Based on Baldwin Wealth Partners's 13F filing for Q3 2024, filed 16 Oct 2024.