FPAS
XYZ

Focus Partners Advisor Solutions’s Block Inc XYZ Stock Holding History

Focus Partners Advisor Solutions’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
Q4 		– Sell
-3,144
Closed -$211K – 884
2024
Q3 		$211K Buy
+3,144
New +$203K ﹤0.01% 705
2024
Q2 		– Sell
-3,121
Closed -$264K – 687
2024
Q1 		$264K Buy
3,121
+367
+13% +$26.5K 0.01% 492
2023
Q4 		$213K Sell
2,754
-1,982
-42% -$112K 0.01% 387
2023
Q3 		$210K Sell
4,736
-693
-13% -$42.9K 0.01% 414
2023
Q2 		$361K Buy
5,429
+672
+14% +$42K 0.02% 265
2023
Q1 		$327K Buy
4,757
+43
+0.9% +$3.22K 0.02% 263
2022
Q4 		$296K Sell
4,714
-1,408
-23% -$86.9K 0.02% 270
2022
Q3 		$337K Buy
6,122
+1,314
+27% +$93K 0.02% 283
2022
Q2 		$295K Buy
4,808
+325
+7% +$29.7K 0.02% 264
2022
Q1 		$606K Buy
+4,483
New +$543K 0.06% 149

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Focus Partners Advisor Solutions's XYZ Position: Q4 2024 in Review

Focus Partners Advisor Solutions sold out of Block Inc (XYZ) in Q4 2024, closing a stake of 3,144 shares — an estimated $211K sold.

Focus Partners Advisor Solutions first reported a position in XYZ in Q1 2022 and held it in 10 quarters. The position peaked at $606K in Q1 2022. 1,137 funds tracked by Wall St. Rank hold XYZ as of Q4 2024.

  • Focus Partners Advisor Solutions reported no remaining Block Inc position as of Q4 2024 after selling out during the quarter.
  • Focus Partners Advisor Solutions sold 3,144 Block Inc shares in Q4 2024, an estimated $211K.
  • Focus Partners Advisor Solutions first reported a position in Block Inc in Q1 2022 and held it in 10 quarters.
  • Focus Partners Advisor Solutions's Block Inc position peaked at $606K in Q1 2022.
  • 1,137 funds tracked by Wall St. Rank held Block Inc as of Q4 2024.

Based on Focus Partners Advisor Solutions's 13F filing for Q4 2024, filed 18 Feb 2025.