CWM
XYZ

Cherrydale Wealth Management’s Block Inc XYZ Stock Holding History

Cherrydale 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
Q2 		– Sell
-2,398
Closed -$203K – 72
2024
Q1 		$203K Buy
+2,398
New +$173K 0.09% 57
2022
Q2 		– Sell
-2,162
Closed -$293K – 46
2022
Q1 		$293K Buy
2,162
+28
+1% +$3.39K 0.22% 32
2021
Q4 		$345K Buy
+2,134
New +$462K 0.26% 27

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cherrydale Wealth Management's XYZ Position: Q2 2024 in Review

Cherrydale Wealth Management sold out of Block Inc (XYZ) in Q2 2024, closing a stake of 2,398 shares — an estimated $203K sold.

Cherrydale Wealth Management first reported a position in XYZ in Q4 2021 and held it in 3 quarters. The position peaked at $345K in Q4 2021. 998 funds tracked by Wall St. Rank hold XYZ as of Q2 2024.

  • Cherrydale Wealth Management reported no remaining Block Inc position as of Q2 2024 after selling out during the quarter.
  • Cherrydale Wealth Management sold 2,398 Block Inc shares in Q2 2024, an estimated $203K.
  • Cherrydale Wealth Management first reported a position in Block Inc in Q4 2021 and held it in 3 quarters.
  • Cherrydale Wealth Management's Block Inc position peaked at $345K in Q4 2021.
  • 998 funds tracked by Wall St. Rank held Block Inc as of Q2 2024.

Based on Cherrydale Wealth Management's 13F filing for Q2 2024, filed 11 Jul 2024.