CA
XYZ

Centerpoint Advisors’s Block Inc XYZ Stock Holding History

Centerpoint 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
-6
Closed -$1K – 479
2024
Q4 		$1K Buy
+6
New +$492 ﹤0.01% 445
2023
Q3 		– Sell
-50
Closed -$3K – 641
2023
Q2 		$3K Sell
50
-50
-50% -$3.12K ﹤0.01% 433
2023
Q1 		$7K Sell
100
-25
-20% -$1.87K ﹤0.01% 378
2022
Q4 		$8K Sell
125
-90
-42% -$5.55K ﹤0.01% 325
2022
Q3 		$12K Hold
215
– – 0.01% 212
2022
Q2 		$13K Sell
215
-350
-62% -$32K 0.01% 217
2022
Q1 		$77K Buy
565
+205
+57% +$24.8K 0.04% 125
2021
Q4 		$58K Sell
360
-700
-66% -$152K 0.03% 127
2021
Q3 		$254K Hold
1,060
– – 0.12% 71
2021
Q2 		$258K Buy
1,060
+25
+2% +$5.8K 0.12% 75
2021
Q1 		$235K Buy
1,035
+500
+93% +$117K 0.14% 51
2020
Q4 		$116K Buy
+535
New +$104K 0.08% 73

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Centerpoint Advisors's XYZ Position: Q1 2025 in Review

Centerpoint Advisors sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 6 shares — an estimated $1K sold.

Centerpoint Advisors first reported a position in XYZ in Q4 2020 and held it in 12 quarters. The position peaked at $258K in Q2 2021. 1,013 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

  • Centerpoint Advisors reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
  • Centerpoint Advisors sold 6 Block Inc shares in Q1 2025, an estimated $1K.
  • Centerpoint Advisors first reported a position in Block Inc in Q4 2020 and held it in 12 quarters.
  • Centerpoint Advisors's Block Inc position peaked at $258K in Q2 2021.
  • 1,013 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on Centerpoint Advisors's 13F filing for Q1 2025, filed 13 May 2025.