DAS
XYZ

Diversify Advisory Services’s Block Inc XYZ Stock Holding History

Diversify Advisory Services’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
-15,931
Closed -$1.31M – 705
2024
Q4 		$1.31M Buy
+15,931
New +$1.31M 0.07% 192
2024
Q2 		– Sell
-2,619
Closed -$213K – 727
2024
Q1 		$213K Buy
+2,619
New +$189K 0.01% 598

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Diversify Advisory Services's XYZ Position: Q1 2025 in Review

Diversify Advisory Services sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 15,931 shares — an estimated $1.31M sold.

Diversify Advisory Services first reported a position in XYZ in Q1 2024 and held it in 2 quarters. The position peaked at $1.31M in Q4 2024. 1,009 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

  • Diversify Advisory Services reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
  • Diversify Advisory Services sold 15,931 Block Inc shares in Q1 2025, an estimated $1.31M.
  • Diversify Advisory Services first reported a position in Block Inc in Q1 2024 and held it in 2 quarters.
  • Diversify Advisory Services's Block Inc position peaked at $1.31M in Q4 2024.
  • 1,009 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on Diversify Advisory Services's 13F filing for Q1 2025, filed 5 May 2025.