EWM
XYZ

Evermay Wealth Management’s Block Inc XYZ Stock Holding History

Evermay 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
Q4 		– Sell
-230
Closed -$15.4K – 615
2024
Q3 		$15.4K Hold
230
– – ﹤0.01% 414
2024
Q2 		$14.8K Hold
230
– – ﹤0.01% 420
2024
Q1 		$19.5K Hold
230
– – ﹤0.01% 417
2023
Q4 		$17.8K Hold
230
– – ﹤0.01% 398
2023
Q3 		$10.2K Sell
230
-181
-44% -$11.2K ﹤0.01% 425
2023
Q2 		$27.4K Buy
411
+60
+17% +$3.75K 0.01% 356
2023
Q1 		$24.1K Buy
351
+21
+6% +$1.57K ﹤0.01% 356
2022
Q4 		$20.7K Buy
330
+100
+43% +$6.17K ﹤0.01% 364
2022
Q3 		$13K Hold
230
– – ﹤0.01% 376
2022
Q2 		$14K Sell
230
-152
-40% -$13.9K ﹤0.01% 370
2022
Q1 		$52K Sell
382
-930
-71% -$113K 0.01% 300
2021
Q4 		$212K Buy
1,312
+1,045
+391% +$226K 0.04% 165
2021
Q3 		$64K Sell
267
-70
-21% -$18K 0.01% 245
2021
Q2 		$82K Buy
+337
New +$78.2K 0.02% 234

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Evermay Wealth Management's XYZ Position: Q4 2024 in Review

Evermay Wealth Management sold out of Block Inc (XYZ) in Q4 2024, closing a stake of 230 shares — an estimated $15.4K sold.

Evermay Wealth Management first reported a position in XYZ in Q2 2021 and held it in 14 quarters. The position peaked at $212K in Q4 2021. 1,139 funds tracked by Wall St. Rank hold XYZ as of Q4 2024.

  • Evermay Wealth Management reported no remaining Block Inc position as of Q4 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 230 Block Inc shares in Q4 2024, an estimated $15.4K.
  • Evermay Wealth Management first reported a position in Block Inc in Q2 2021 and held it in 14 quarters.
  • Evermay Wealth Management's Block Inc position peaked at $212K in Q4 2021.
  • 1,139 funds tracked by Wall St. Rank held Block Inc as of Q4 2024.

Based on Evermay Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.