CWP
XYZ

CFM Wealth Partners’s Block Inc XYZ Stock Holding History

CFM Wealth Partners’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
Q3 		– Sell
-8,060
Closed -$520K – 150
2024
Q2 		$520K Sell
8,060
-258
-3% -$18K 0.1% 99
2024
Q1 		$704K Sell
8,318
-456
-5% -$33K 0.14% 90
2023
Q4 		$679K Sell
8,774
-174
-2% -$9.84K 0.15% 92
2023
Q3 		$396K Sell
8,948
-10,638
-54% -$659K 0.1% 114
2023
Q2 		$1.3M Sell
19,586
-163
-0.8% -$10.2K 0.32% 69
2023
Q1 		$1.36M Buy
19,749
+322
+2% +$24.1K 0.37% 64
2022
Q4 		$1.22M Sell
19,427
-615
-3% -$37.9K 0.37% 69
2022
Q3 		$1.1M Buy
20,042
+863
+4% +$61.1K 0.35% 66
2022
Q2 		$1.18M Sell
19,179
-406
-2% -$37.1K 0.35% 68
2022
Q1 		$2.66M Sell
19,585
-827
-4% -$100K 0.64% 42
2021
Q4 		$3.35M Buy
20,412
+1,303
+7% +$282K 0.75% 34
2021
Q3 		$4.58M Buy
19,109
+1,124
+6% +$289K 1.15% 20
2021
Q2 		$4.44M Buy
17,985
+1,748
+11% +$405K 1.18% 19
2021
Q1 		$3.69M Sell
16,237
-114
-0.7% -$26.7K 1.11% 21
2020
Q4 		$3.56M Buy
16,351
+4,204
+35% +$820K 1.13% 21
2020
Q3 		$1.97M Buy
12,147
+1,386
+13% +$196K 0.72% 37
2020
Q2 		$1.13M Buy
10,761
+200
+2% +$15.3K 0.43% 52
2020
Q1 		$553K Buy
10,561
+628
+6% +$43K 0.26% 74
2019
Q4 		$691K Buy
+9,933
New +$635K 0.25% 71

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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

CFM Wealth Partners's XYZ Position: Q3 2024 in Review

CFM Wealth Partners sold out of Block Inc (XYZ) in Q3 2024, closing a stake of 8,060 shares — an estimated $520K sold.

CFM Wealth Partners first reported a position in XYZ in Q4 2019 and held it in 19 quarters. The position peaked at $4.58M in Q3 2021. 986 funds tracked by Wall St. Rank hold XYZ as of Q3 2024.

  • CFM Wealth Partners reported no remaining Block Inc position as of Q3 2024 after selling out during the quarter.
  • CFM Wealth Partners sold 8,060 Block Inc shares in Q3 2024, an estimated $520K.
  • CFM Wealth Partners first reported a position in Block Inc in Q4 2019 and held it in 19 quarters.
  • CFM Wealth Partners's Block Inc position peaked at $4.58M in Q3 2021.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q3 2024.

Based on CFM Wealth Partners's 13F filing for Q3 2024, filed 15 Oct 2024.