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
2018
Q1 		– Sell
-100
Closed -$3K – 1696
2017
Q4 		$3K Buy
+100
New +$3.66K ﹤0.01% 1456

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.