FSWA
XYZ

Financial Synergies Wealth Advisors’s Block Inc XYZ Stock Holding History

Financial Synergies Wealth 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
Q2 		– Sell
-98
Closed -$8.29K – 499
2024
Q1 		$8.29K Sell
98
-22
-18% -$1.59K ﹤0.01% 261
2023
Q4 		$7.54K Buy
120
+22
+22% +$1.24K ﹤0.01% 199
2023
Q3 		$4.34K Hold
98
– – ﹤0.01% 271
2023
Q2 		$6.52K Sell
98
-22
-18% -$1.38K ﹤0.01% 251
2023
Q1 		$8.24K Hold
120
– – ﹤0.01% 242
2022
Q4 		$7.54K Sell
120
-378
-76% -$23.3K ﹤0.01% 199
2022
Q3 		$27.4K Hold
498
– – ﹤0.01% 114
2022
Q2 		$30.6K Buy
+498
New +$45.5K 0.01% 121

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Synergies Wealth Advisors's XYZ Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Block Inc (XYZ) in Q2 2024, closing a stake of 98 shares — an estimated $8.29K sold.

Financial Synergies Wealth Advisors first reported a position in XYZ in Q2 2022 and held it in 8 quarters. The position peaked at $30.6K in Q2 2022. 999 funds tracked by Wall St. Rank hold XYZ as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Block Inc position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 98 Block Inc shares in Q2 2024, an estimated $8.29K.
  • Financial Synergies Wealth Advisors first reported a position in Block Inc in Q2 2022 and held it in 8 quarters.
  • Financial Synergies Wealth Advisors's Block Inc position peaked at $30.6K in Q2 2022.
  • 999 funds tracked by Wall St. Rank held Block Inc as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.