FA
XYZ

FDx Advisors’s Block Inc XYZ Stock Holding History

FDx 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
2024
Q1 		– Sell
-16,001
Closed -$1.24M – 673
2023
Q4 		$1.24M Buy
16,001
+3,978
+33% +$225K 0.1% 211
2023
Q3 		$532K Sell
12,023
-12,623
-51% -$782K 0.04% 330
2023
Q2 		$1.64M Buy
24,646
+8,540
+53% +$534K 0.09% 215
2023
Q1 		$1.01M Hold
16,106
– – 0.04% 292
2022
Q4 		$1.01M Buy
16,106
+213
+1% +$13.1K 0.04% 292
2022
Q3 		$874K Sell
15,893
-2,793
-15% -$198K 0.04% 298
2022
Q2 		$1.15M Buy
18,686
+2,933
+19% +$268K 0.04% 294
2022
Q1 		$2.14M Buy
15,753
+5,343
+51% +$647K 0.07% 203
2021
Q4 		$1.68M Sell
10,410
-108
-1% -$23.4K 0.05% 259
2021
Q3 		$2.52M Buy
10,518
+670
+7% +$172K 0.08% 177
2021
Q2 		$2.4M Sell
9,848
-850
-8% -$197K 0.08% 177
2021
Q1 		$2.43M Buy
10,698
+140
+1% +$32.7K 0.09% 154
2020
Q4 		$2.3M Buy
10,558
+1,186
+13% +$231K 0.09% 154
2020
Q3 		$1.52M Buy
9,372
+3,762
+67% +$531K 0.07% 179
2020
Q2 		$589K Buy
+5,610
New +$429K 0.03% 310
2018
Q4 		– Sell
-2,669
Closed -$264K – 850
2018
Q3 		$264K Sell
2,669
-637
-19% -$49.1K 0.01% 746
2018
Q2 		$204K Buy
+3,306
New +$182K 0.01% 846

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

FDx Advisors's XYZ Position: Q1 2024 in Review

FDx Advisors sold out of Block Inc (XYZ) in Q1 2024, closing a stake of 16,001 shares — an estimated $1.24M sold.

FDx Advisors first reported a position in XYZ in Q2 2018 and held it in 17 quarters. The position peaked at $2.52M in Q3 2021. 1,070 funds tracked by Wall St. Rank hold XYZ as of Q1 2024.

  • FDx Advisors reported no remaining Block Inc position as of Q1 2024 after selling out during the quarter.
  • FDx Advisors sold 16,001 Block Inc shares in Q1 2024, an estimated $1.24M.
  • FDx Advisors first reported a position in Block Inc in Q2 2018 and held it in 17 quarters.
  • FDx Advisors's Block Inc position peaked at $2.52M in Q3 2021.
  • 1,070 funds tracked by Wall St. Rank held Block Inc as of Q1 2024.

Based on FDx Advisors's 13F filing for Q1 2024, filed 3 May 2024.