CWM
XYZ

Cedar Wealth Management’s Block Inc XYZ Stock Holding History

Cedar 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
-40
Closed -$2.69K – 268
2024
Q3 		$2.69K Hold
40
– – ﹤0.01% 243
2024
Q2 		$2.58K Hold
40
– – ﹤0.01% 275
2024
Q1 		$3.38K Hold
40
– – ﹤0.01% 299
2023
Q4 		$3.09K Hold
40
– – ﹤0.01% 252
2023
Q3 		$1.77K Hold
40
– – ﹤0.01% 265
2023
Q2 		$2.66K Hold
40
– – ﹤0.01% 270
2023
Q1 		$2.75K Hold
40
– – ﹤0.01% 267
2022
Q4 		$2.51K Sell
40
-12
-23% -$740 ﹤0.01% 267
2022
Q3 		$3K Hold
52
– – ﹤0.01% 298
2022
Q2 		$3K Hold
52
– – ﹤0.01% 312
2022
Q1 		$7K Hold
52
– – ﹤0.01% 311
2021
Q4 		$8K Buy
+52
New +$11.3K ﹤0.01% 300
2018
Q3 		– Sell
-52
Closed -$3K – 235
2018
Q2 		$3K Buy
+52
New +$2.86K ﹤0.01% 192

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

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

Cedar Wealth Management sold out of Block Inc (XYZ) in Q4 2024, closing a stake of 40 shares — an estimated $2.69K sold.

Cedar Wealth Management first reported a position in XYZ in Q2 2018 and held it in 13 quarters. The position peaked at $8K in Q4 2021. 1,137 funds tracked by Wall St. Rank hold XYZ as of Q4 2024.

  • Cedar Wealth Management reported no remaining Block Inc position as of Q4 2024 after selling out during the quarter.
  • Cedar Wealth Management sold 40 Block Inc shares in Q4 2024, an estimated $2.69K.
  • Cedar Wealth Management first reported a position in Block Inc in Q2 2018 and held it in 13 quarters.
  • Cedar Wealth Management's Block Inc position peaked at $8K in Q4 2021.
  • 1,137 funds tracked by Wall St. Rank held Block Inc as of Q4 2024.

Based on Cedar Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.