Fairfield Financial Advisors’s Block Inc XYZ Stock Holding History

Fairfield Financial 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 Q1	–	Sell	-150	Closed	-$12.7K	–	221
2024 Q4	$12.7K	Hold	150	–	–	﹤0.01%	192
2024 Q3	$10.1K	Hold	150	–	–	﹤0.01%	223
2024 Q2	$9.67K	Buy	+150	New	+$10.5K	﹤0.01%	214
2023 Q4	$11.6K	Hold	150	–	–	﹤0.01%	228
2023 Q3	$6.64K	Hold	150	–	–	﹤0.01%	246
2023 Q2	$9.99K	Hold	150	–	–	﹤0.01%	236
2023 Q1	$10.3K	Sell	150 -15	-9%	-$1.12K	﹤0.01%	237
2022 Q4	$10.4K	Hold	165	–	–	﹤0.01%	217
2022 Q3	$9.07K	Sell	165 -20	-11%	-$1.42K	﹤0.01%	225
2022 Q2	$11.4K	Sell	185 -1,056	-85%	-$96.5K	0.01%	196
2022 Q1	$168K	Buy	+1,241	New	+$150K	0.06%	64

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Oslo, Norway $935B AUM

Fairfield Financial Advisors's XYZ Position: Q1 2025 in Review

Fairfield Financial Advisors sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 150 shares — an estimated $12.7K sold.

Fairfield Financial Advisors first reported a position in XYZ in Q1 2022 and held it in 11 quarters. The position peaked at $168K in Q1 2022. 1,009 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

Fairfield Financial Advisors reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
Fairfield Financial Advisors sold 150 Block Inc shares in Q1 2025, an estimated $12.7K.
Fairfield Financial Advisors first reported a position in Block Inc in Q1 2022 and held it in 11 quarters.
Fairfield Financial Advisors's Block Inc position peaked at $168K in Q1 2022.
1,009 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on Fairfield Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.