EPA
XYZ

Element Pointe Advisors’s Block Inc XYZ Stock Holding History

Element Pointe 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
Q2 		– Sell
-4,582
Closed -$249K – 72
2025
Q1 		$249K Sell
4,582
-45
-1% -$3.36K 0.06% 64
2024
Q4 		$393K Hold
4,627
– – 0.09% 52
2024
Q3 		$311K Sell
4,627
-466
-9% -$30.1K 0.08% 53
2024
Q2 		$328K Hold
5,093
– – 0.08% 52
2024
Q1 		$431K Hold
5,093
– – 0.11% 47
2023
Q4 		$394K Buy
5,093
+4
+0.1% +$226 0.1% 57
2023
Q3 		$225K Buy
5,089
+153
+3% +$9.47K 0.06% 65
2023
Q2 		$329K Hold
4,936
– – 0.08% 55
2023
Q1 		$339K Sell
4,936
-200
-4% -$15K 0.09% 57
2022
Q4 		$323K Sell
5,136
-623
-11% -$38.4K 0.1% 52
2022
Q3 		$317K Buy
5,759
+500
+10% +$35.4K 0.18% 42
2022
Q2 		$323K Sell
5,259
-1,347
-20% -$123K 0.13% 51
2022
Q1 		$896K Sell
6,606
-1,402
-18% -$170K 0.3% 45
2021
Q4 		$1.29M Sell
8,008
-117
-1% -$25.4K 0.4% 44
2021
Q3 		$1.95M Sell
8,125
-2,421
-23% -$622K 0.66% 26
2021
Q2 		$2.71M Buy
10,546
+1,100
+12% +$255K 0.82% 21
2021
Q1 		$2.14M Buy
9,446
+1,247
+15% +$292K 0.72% 22
2020
Q4 		$1.78M Buy
8,199
+280
+4% +$54.6K 0.66% 25
2020
Q3 		$1.29M Buy
7,919
+410
+5% +$57.9K 0.57% 28
2020
Q2 		$787K Buy
7,509
+759
+11% +$58.1K 0.41% 35
2020
Q1 		$353K Buy
+6,750
New +$462K 0.21% 56
2019
Q4 		– Sell
-5,410
Closed -$335K – 104
2019
Q3 		$335K Buy
+5,410
New +$367K 0.19% 64

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Element Pointe Advisors's XYZ Position: Q2 2025 in Review

Element Pointe Advisors sold out of Block Inc (XYZ) in Q2 2025, closing a stake of 4,582 shares — an estimated $249K sold.

Element Pointe Advisors first reported a position in XYZ in Q3 2019 and held it in 22 quarters. The position peaked at $2.71M in Q2 2021. 988 funds tracked by Wall St. Rank hold XYZ as of Q2 2025.

  • Element Pointe Advisors reported no remaining Block Inc position as of Q2 2025 after selling out during the quarter.
  • Element Pointe Advisors sold 4,582 Block Inc shares in Q2 2025, an estimated $249K.
  • Element Pointe Advisors first reported a position in Block Inc in Q3 2019 and held it in 22 quarters.
  • Element Pointe Advisors's Block Inc position peaked at $2.71M in Q2 2021.
  • 988 funds tracked by Wall St. Rank held Block Inc as of Q2 2025.

Based on Element Pointe Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.