BFEC
XYZ

Benjamin F. Edwards & Company’s Block Inc XYZ Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$3.09M Buy
47,974
+45,879
+2,190% +$3.21M 0.05% 297
2024
Q1 		$177K Buy
2,095
+356
+20% +$25.7K ﹤0.01% 943
2023
Q4 		$135K Buy
1,739
+311
+22% +$17.6K ﹤0.01% 990
2023
Q3 		$63K Sell
1,428
-97
-6% -$6.01K ﹤0.01% 1027
2023
Q2 		$102K Sell
1,525
-75
-5% -$4.69K ﹤0.01% 903
2023
Q1 		$110K Sell
1,600
-98
-6% -$7.33K ﹤0.01% 881
2022
Q4 		$107K Sell
1,698
-92
-5% -$5.68K ﹤0.01% 885
2022
Q3 		$98K Sell
1,790
-1,976
-52% -$140K ﹤0.01% 866
2022
Q2 		$231K Sell
3,766
-502
-12% -$45.9K 0.01% 637
2022
Q1 		$579K Sell
4,268
-2,448
-36% -$296K 0.03% 436
2021
Q4 		$1.08M Buy
6,716
+4,730
+238% +$1.02M 0.05% 336
2021
Q3 		$476K Buy
1,986
+202
+11% +$51.9K 0.02% 455
2021
Q2 		$435K Buy
1,784
+98
+6% +$22.7K 0.02% 473
2021
Q1 		$383K Buy
1,686
+34
+2% +$7.95K 0.02% 515
2020
Q4 		$360K Sell
1,652
-854
-34% -$167K 0.02% 502
2020
Q3 		$407K Sell
2,506
-1,474
-37% -$208K 0.03% 436
2020
Q2 		$418K Sell
3,980
-736
-16% -$56.3K 0.03% 407
2020
Q1 		$247K Sell
4,716
-2,493
-35% -$171K 0.02% 473
2019
Q4 		$451K Buy
7,209
+655
+10% +$41.9K 0.03% 409
2019
Q3 		$406K Buy
6,554
+3,288
+101% +$223K 0.03% 402
2019
Q2 		$237K Buy
3,266
+1,548
+90% +$108K 0.02% 490
2019
Q1 		$129K Sell
1,718
-538
-24% -$39K 0.01% 607
2018
Q4 		$127K Buy
2,256
+348
+18% +$24.6K 0.01% 594
2018
Q3 		$189K Sell
1,908
-330
-15% -$25.5K 0.02% 540
2018
Q2 		$138K Buy
2,238
+145
+7% +$7.97K 0.01% 593
2018
Q1 		$103K Sell
2,093
-34
-2% -$1.56K 0.01% 667
2017
Q4 		$74K Sell
2,127
-350
-14% -$12.8K 0.01% 721
2017
Q3 		$71K Buy
2,477
+300
+14% +$7.85K 0.01% 684
2017
Q2 		$51K Buy
+2,177
New +$45K 0.01% 703

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Benjamin F. Edwards & Company's XYZ Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Block Inc (XYZ) stake by 2,190% in Q2 2024, buying an estimated $3.21M and bringing the position to 47,974 shares worth $3.09M. The position accounts for 0.05% of the portfolio, ranked #297.

Benjamin F. Edwards & Company first reported a position in XYZ in Q2 2017 and has held it in 29 quarters since. 1,000 funds tracked by Wall St. Rank hold XYZ as of Q2 2024.

  • Benjamin F. Edwards & Company held 47,974 shares of Block Inc worth $3.09M as of Q2 2024.
  • Benjamin F. Edwards & Company bought 45,879 Block Inc shares in Q2 2024, an estimated $3.21M.
  • Block Inc made up 0.05% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #297 holding.
  • Benjamin F. Edwards & Company first reported a position in Block Inc in Q2 2017 and has held it in 29 quarters since.
  • 1,000 funds tracked by Wall St. Rank held Block Inc as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.