BFWM
XYZ

Bright Futures Wealth Management’s Block Inc XYZ Stock Holding History

Bright Futures 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
2025
Q1 		– Sell
-2,828
Closed -$255K – 132
2024
Q4 		$255K Sell
2,828
-1,298
-31% -$106K 0.23% 103
2024
Q3 		$302K Sell
4,126
-632
-13% -$40.8K 0.15% 168
2024
Q2 		$287K Sell
4,758
-162
-3% -$11.3K 0.16% 158
2024
Q1 		$312K Buy
+4,920
New +$356K 0.17% 150

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Norges Bank Oslo, Norway $935B AUM

Bright Futures Wealth Management's XYZ Position: Q1 2025 in Review

Bright Futures Wealth Management sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 2,828 shares — an estimated $255K sold.

Bright Futures Wealth Management first reported a position in XYZ in Q1 2024 and held it in 4 quarters. The position peaked at $312K in Q1 2024. 1,009 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

  • Bright Futures Wealth Management reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
  • Bright Futures Wealth Management sold 2,828 Block Inc shares in Q1 2025, an estimated $255K.
  • Bright Futures Wealth Management first reported a position in Block Inc in Q1 2024 and held it in 4 quarters.
  • Bright Futures Wealth Management's Block Inc position peaked at $312K in Q1 2024.
  • 1,009 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on Bright Futures Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.