BAM
XYZ

Belpointe Asset Management’s Block Inc XYZ Stock Holding History

Belpointe Asset 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
2025
Q1 		– Sell
-13,440
Closed -$888K – 1056
2024
Q4 		$888K Buy
13,440
+4,060
+43% +$333K 0.05% 348
2024
Q3 		$630K Sell
9,380
-2,995
-24% -$193K 0.04% 437
2024
Q2 		$798K Buy
12,375
+8,111
+190% +$567K 0.06% 326
2024
Q1 		$361K Buy
+4,264
New +$308K 0.03% 525
2023
Q2 		– Sell
-42,375
Closed -$2.91M – 3497
2023
Q1 		$2.91M Buy
42,375
+36,079
+573% +$2.7M 0.16% 130
2022
Q4 		$396K Buy
6,296
+523
+9% +$32.3K 0.02% 631
2022
Q3 		$317K Sell
5,773
-1,173
-17% -$83.1K 0.02% 670
2022
Q2 		$425K Buy
6,946
+2,014
+41% +$184K 0.03% 558
2022
Q1 		$668K Sell
4,932
-818
-14% -$99K 0.04% 441
2021
Q4 		$913K Sell
5,750
-671
-10% -$145K 0.06% 340
2021
Q3 		$1.52M Sell
6,421
-970
-13% -$249K 0.1% 205
2021
Q2 		$1.8M Buy
7,391
+763
+12% +$177K 0.13% 169
2021
Q1 		$1.51M Buy
6,628
+1,960
+42% +$458K 0.13% 173
2020
Q4 		$1.01M Sell
4,668
-6,037
-56% -$1.18M 0.09% 245
2020
Q3 		$1.74M Sell
10,705
-2,586
-19% -$365K 0.19% 112
2020
Q2 		$1.39M Sell
13,291
-5,172
-28% -$396K 0.18% 119
2020
Q1 		$967K Buy
+18,463
New +$1.26M 0.17% 134

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Belpointe Asset Management's XYZ Position: Q1 2025 in Review

Belpointe Asset Management sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 13,440 shares — an estimated $888K sold.

Belpointe Asset Management first reported a position in XYZ in Q1 2020 and held it in 17 quarters. The position peaked at $2.91M in Q1 2023. 1,013 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

  • Belpointe Asset Management reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
  • Belpointe Asset Management sold 13,440 Block Inc shares in Q1 2025, an estimated $888K.
  • Belpointe Asset Management first reported a position in Block Inc in Q1 2020 and held it in 17 quarters.
  • Belpointe Asset Management's Block Inc position peaked at $2.91M in Q1 2023.
  • 1,013 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on Belpointe Asset Management's 13F filing for Q1 2025, filed 20 May 2025.