Bordeaux Wealth Advisors’s Block Inc XYZ Stock Holding History

Bordeaux Wealth Advisors’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	-2,459	Closed	-$209K	–	169
2024 Q4	$209K	Buy	+2,459	New	+$202K	0.03%	150
2022 Q1	–	Sell	-1,298	Closed	-$210K	–	104
2021 Q4	$210K	Buy	1,298 +117	+10%	+$25.4K	0.1%	93
2021 Q3	$283K	Sell	1,181 -188	-14%	-$48.3K	0.16%	67
2021 Q2	$334K	Buy	1,369 +388	+40%	+$90K	0.19%	63
2021 Q1	$223K	Hold	981	–	–	0.15%	60
2020 Q4	$214K	Buy	+981	New	+$191K	0.16%	58

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bordeaux Wealth Advisors's XYZ Position: Q1 2025 in Review

Bordeaux Wealth Advisors sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 2,459 shares — an estimated $209K sold.

Bordeaux Wealth Advisors first reported a position in XYZ in Q4 2020 and held it in 6 quarters. The position peaked at $334K in Q2 2021. 1,010 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

Bordeaux Wealth Advisors reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
Bordeaux Wealth Advisors sold 2,459 Block Inc shares in Q1 2025, an estimated $209K.
Bordeaux Wealth Advisors first reported a position in Block Inc in Q4 2020 and held it in 6 quarters.
Bordeaux Wealth Advisors's Block Inc position peaked at $334K in Q2 2021.
1,010 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.