BHWM
XYZ

Beaird Harris Wealth Management’s Block Inc XYZ Stock Holding History

Beaird Harris 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
Q3 		– Sell
-84
Closed -$5.43K – 724
2024
Q2 		$5.43K Hold
84
– – ﹤0.01% 439
2024
Q1 		$7.12K Hold
84
– – ﹤0.01% 361
2023
Q4 		$6.51K Hold
84
– – ﹤0.01% 359
2023
Q3 		$3.73K Hold
84
– – ﹤0.01% 327
2023
Q2 		$5.61K Hold
84
– – ﹤0.01% 311
2023
Q1 		$5.78K Sell
84
-55
-40% -$4.12K ﹤0.01% 309
2022
Q4 		$8.75K Buy
139
+55
+65% +$3.39K ﹤0.01% 340
2022
Q3 		$5K Buy
+84
New +$5.95K ﹤0.01% 349
2022
Q2 		– Sell
-40
Closed -$5K – 645
2022
Q1 		$5K Sell
40
-135
-77% -$16.3K ﹤0.01% 435
2021
Q4 		$28K Buy
+175
New +$37.9K 0.01% 292

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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Beaird Harris Wealth Management's XYZ Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of Block Inc (XYZ) in Q3 2024, closing a stake of 84 shares — an estimated $5.43K sold.

Beaird Harris Wealth Management first reported a position in XYZ in Q4 2021 and held it in 10 quarters. The position peaked at $28K in Q4 2021. 986 funds tracked by Wall St. Rank hold XYZ as of Q3 2024.

  • Beaird Harris Wealth Management reported no remaining Block Inc position as of Q3 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 84 Block Inc shares in Q3 2024, an estimated $5.43K.
  • Beaird Harris Wealth Management first reported a position in Block Inc in Q4 2021 and held it in 10 quarters.
  • Beaird Harris Wealth Management's Block Inc position peaked at $28K in Q4 2021.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.