Caerus Investment Advisors’s Block Inc XYZ Stock Holding History

Caerus Investment 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	-2,610	Closed	-$222K	–	32
2024 Q4	$222K	Buy	+2,610	New	+$214K	0.21%	28
2024 Q2	–	Sell	-2,610	Closed	-$221K	–	34
2024 Q1	$221K	Hold	2,610	–	–	0.21%	33
2023 Q4	$202K	Buy	+2,610	New	+$148K	0.19%	35
2023 Q2	–	Sell	-3,077	Closed	-$211K	–	54
2023 Q1	$211K	Buy	+3,077	New	+$230K	0.24%	47
2022 Q2	–	Sell	-3,076	Closed	-$258K	–	63
2022 Q1	$258K	Buy	3,076 +596	+24%	+$72.2K	0.31%	49
2021 Q4	$401K	Buy	+2,480	New	+$537K	0.43%	40

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

Caerus Investment Advisors's XYZ Position: Q1 2025 in Review

Caerus Investment Advisors sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 2,610 shares — an estimated $222K sold.

Caerus Investment Advisors first reported a position in XYZ in Q4 2021 and held it in 6 quarters. The position peaked at $401K in Q4 2021. 1,010 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

Caerus Investment Advisors reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
Caerus Investment Advisors sold 2,610 Block Inc shares in Q1 2025, an estimated $222K.
Caerus Investment Advisors first reported a position in Block Inc in Q4 2021 and held it in 6 quarters.
Caerus Investment Advisors's Block Inc position peaked at $401K in Q4 2021.
1,010 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on Caerus Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.