CWA
XYZ

Canvas Wealth Advisors’s Block Inc XYZ Stock Holding History

Canvas 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
Q2 		– Sell
-3,863
Closed -$210K – 213
2025
Q1 		$210K Buy
+3,863
New +$288K 0.05% 170
2023
Q1 		– Sell
-3,440
Closed -$248K – 160
2022
Q4 		$248K Sell
3,440
-2,270
-40% -$140K 0.1% 126
2022
Q3 		$340K Sell
5,710
-24,666
-81% -$1.75M 0.14% 90
2022
Q2 		$1.87M Buy
30,376
+814
+3% +$74.4K 0.75% 34
2022
Q1 		$3.02M Buy
29,562
+21,443
+264% +$2.6M 1.1% 20
2021
Q4 		$1.31M Buy
8,119
+7,139
+728% +$1.55M 0.47% 51
2021
Q3 		$235K Buy
+980
New +$252K 0.1% 108

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Canvas Wealth Advisors's XYZ Position: Q2 2025 in Review

Canvas Wealth Advisors sold out of Block Inc (XYZ) in Q2 2025, closing a stake of 3,863 shares — an estimated $210K sold.

Canvas Wealth Advisors first reported a position in XYZ in Q3 2021 and held it in 7 quarters. The position peaked at $3.02M in Q1 2022. 987 funds tracked by Wall St. Rank hold XYZ as of Q2 2025.

  • Canvas Wealth Advisors reported no remaining Block Inc position as of Q2 2025 after selling out during the quarter.
  • Canvas Wealth Advisors sold 3,863 Block Inc shares in Q2 2025, an estimated $210K.
  • Canvas Wealth Advisors first reported a position in Block Inc in Q3 2021 and held it in 7 quarters.
  • Canvas Wealth Advisors's Block Inc position peaked at $3.02M in Q1 2022.
  • 987 funds tracked by Wall St. Rank held Block Inc as of Q2 2025.

Based on Canvas Wealth Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.