CWP
XYZ

Cyndeo Wealth Partners’s Block Inc XYZ Stock Holding History

Cyndeo 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
Q2 		– Sell
-7,207
Closed -$610K – 419
2024
Q1 		$610K Buy
7,207
+41
+0.6% +$2.96K 0.05% 242
2023
Q4 		$554K Buy
7,166
+1,727
+32% +$97.6K 0.05% 239
2023
Q3 		$241K Buy
5,439
+167
+3% +$10.3K 0.03% 301
2023
Q2 		$351K Buy
5,272
+1,155
+28% +$72.2K 0.04% 247
2023
Q1 		$283K Buy
4,117
+765
+23% +$57.3K 0.03% 271
2022
Q4 		$211K Buy
+3,352
New +$207K 0.02% 294

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

Cyndeo Wealth Partners's XYZ Position: Q2 2024 in Review

Cyndeo Wealth Partners sold out of Block Inc (XYZ) in Q2 2024, closing a stake of 7,207 shares — an estimated $610K sold.

Cyndeo Wealth Partners first reported a position in XYZ in Q4 2022 and held it in 6 quarters. The position peaked at $610K in Q1 2024. 998 funds tracked by Wall St. Rank hold XYZ as of Q2 2024.

  • Cyndeo Wealth Partners reported no remaining Block Inc position as of Q2 2024 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 7,207 Block Inc shares in Q2 2024, an estimated $610K.
  • Cyndeo Wealth Partners first reported a position in Block Inc in Q4 2022 and held it in 6 quarters.
  • Cyndeo Wealth Partners's Block Inc position peaked at $610K in Q1 2024.
  • 998 funds tracked by Wall St. Rank held Block Inc as of Q2 2024.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2024, filed 30 Jul 2024.