CWM
XYZ

CarsonAllaria Wealth Management’s Block Inc XYZ Stock Holding History

CarsonAllaria 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
2024
Q4 		– Sell
-109
Closed -$7.32K – 402
2024
Q3 		$7.32K Sell
109
-27
-20% -$1.74K ﹤0.01% 284
2024
Q2 		$8.77K Hold
136
– – 0.01% 262
2024
Q1 		$11.5K Hold
136
– – 0.01% 235
2023
Q4 		$10.5K Hold
136
– – 0.01% 213
2023
Q3 		$6.02K Hold
136
– – ﹤0.01% 242
2023
Q2 		$9.05K Buy
+136
New +$8.5K 0.01% 227

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CarsonAllaria Wealth Management's XYZ Position: Q4 2024 in Review

CarsonAllaria Wealth Management sold out of Block Inc (XYZ) in Q4 2024, closing a stake of 109 shares — an estimated $7.32K sold.

CarsonAllaria Wealth Management first reported a position in XYZ in Q2 2023 and held it in 6 quarters. The position peaked at $11.5K in Q1 2024. 1,137 funds tracked by Wall St. Rank hold XYZ as of Q4 2024.

  • CarsonAllaria Wealth Management reported no remaining Block Inc position as of Q4 2024 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 109 Block Inc shares in Q4 2024, an estimated $7.32K.
  • CarsonAllaria Wealth Management first reported a position in Block Inc in Q2 2023 and held it in 6 quarters.
  • CarsonAllaria Wealth Management's Block Inc position peaked at $11.5K in Q1 2024.
  • 1,137 funds tracked by Wall St. Rank held Block Inc as of Q4 2024.

Based on CarsonAllaria Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.