FPFS
XYZ

First Personal Financial Services’s Block Inc XYZ Stock Holding History

First Personal Financial Services’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
Q3 		$68 Buy
+1
New +$65 ﹤0.01% 565
2019
Q3 		– Sell
-360
Closed -$26K – 766
2019
Q2 		$26K Sell
360
-1
-0.3% -$70 0.01% 377
2019
Q1 		$27K Buy
361
+106
+42% +$7.68K 0.01% 358
2018
Q4 		$14K Buy
255
+118
+86% +$8.33K ﹤0.01% 432
2018
Q3 		$14K Buy
137
+13
+10% +$1K ﹤0.01% 459
2018
Q2 		$8K Sell
124
-44
-26% -$2.42K ﹤0.01% 526
2018
Q1 		$8K Buy
+168
New +$7.71K ﹤0.01% 845

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

First Personal Financial Services's XYZ Position: Q3 2024 in Review

First Personal Financial Services opened a new position in Block Inc (XYZ) in Q3 2024: 1 share worth $68. The stake represents ﹤0.01% of the portfolio and ranks #565 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in XYZ as recently as Q2 2019.

First Personal Financial Services first reported a position in XYZ in Q1 2018 and has held it in 7 quarters since. The position peaked at $27K in Q1 2019. 986 funds tracked by Wall St. Rank hold XYZ as of Q3 2024.

  • First Personal Financial Services held 1 share of Block Inc worth $68 as of Q3 2024.
  • Block Inc was a new First Personal Financial Services position in Q3 2024.
  • Block Inc made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #565 holding.
  • First Personal Financial Services first reported a position in Block Inc in Q1 2018 and has held it in 7 quarters since.
  • First Personal Financial Services's Block Inc position peaked at $27K in Q1 2019.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.