FCI
XYZ

Financial Counselors Inc’s Block Inc XYZ Stock Holding History

Financial Counselors Inc’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
-2,550
Closed -$217K – 605
2024
Q4 		$217K Sell
2,550
-512
-17% -$42K ﹤0.01% 560
2024
Q3 		$206K Buy
+3,062
New +$198K ﹤0.01% 569
2024
Q2 		– Sell
-2,990
Closed -$253K – 592
2024
Q1 		$253K Sell
2,990
-86
-3% -$6.22K ﹤0.01% 527
2023
Q4 		$238K Buy
+3,076
New +$174K ﹤0.01% 527
2023
Q3 		– Sell
-3,145
Closed -$209K – 570
2023
Q2 		$209K Sell
3,145
-35,845
-92% -$2.24M ﹤0.01% 480
2023
Q1 		$2.68M Buy
38,990
+1,636
+4% +$122K 0.06% 222
2022
Q4 		$2.35M Buy
37,354
+6,641
+22% +$410K 0.05% 232
2022
Q3 		$1.69M Buy
30,713
+1,157
+4% +$81.9K 0.04% 252
2022
Q2 		$1.82M Buy
29,556
+1,376
+5% +$126K 0.04% 247
2022
Q1 		$3.82M Buy
28,180
+8,140
+41% +$986K 0.08% 201
2021
Q4 		$3.24M Sell
20,040
-1,430
-7% -$310K 0.07% 216
2021
Q3 		$5.15M Buy
21,470
+7,501
+54% +$1.93M 0.11% 177
2021
Q2 		$3.41M Buy
13,969
+11,752
+530% +$2.73M 0.07% 214
2021
Q1 		$503K Buy
2,217
+151
+7% +$35.3K 0.01% 370
2020
Q4 		$450K Sell
2,066
-155
-7% -$30.2K 0.01% 378
2020
Q3 		$361K Sell
2,221
-115
-5% -$16.2K 0.01% 377
2020
Q2 		$245K Buy
+2,336
New +$179K 0.01% 449
2019
Q4 		– Sell
-4,129
Closed -$256K – 560
2019
Q3 		$256K Sell
4,129
-10,085
-71% -$685K 0.01% 446
2019
Q2 		$1.03M Buy
14,214
+792
+6% +$55.3K 0.04% 272
2019
Q1 		$1.01M Buy
+13,422
New +$973K 0.04% 266

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Financial Counselors Inc's XYZ Position: Q1 2025 in Review

Financial Counselors Inc sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 2,550 shares — an estimated $217K sold.

Financial Counselors Inc first reported a position in XYZ in Q1 2019 and held it in 20 quarters. The position peaked at $5.15M in Q3 2021. 1,013 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

  • Financial Counselors Inc reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 2,550 Block Inc shares in Q1 2025, an estimated $217K.
  • Financial Counselors Inc first reported a position in Block Inc in Q1 2019 and held it in 20 quarters.
  • Financial Counselors Inc's Block Inc position peaked at $5.15M in Q3 2021.
  • 1,013 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on Financial Counselors Inc's 13F filing for Q1 2025, filed 29 Apr 2025.