FCA
XYZ

Fortis Capital Advisors’s Block Inc XYZ Stock Holding History

Fortis Capital 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
2025
Q1 		– Sell
-13,440
Closed -$888K – 300
2024
Q4 		$888K Buy
13,440
+4,060
+43% +$333K 0.3% 70
2024
Q3 		$630K Sell
9,380
-2,995
-24% -$193K 0.21% 88
2024
Q2 		$798K Buy
12,375
+8,111
+190% +$567K 0.29% 69
2024
Q1 		$361K Buy
+4,264
New +$308K 0.15% 122
2023
Q2 		– Sell
-251
Closed -$17.2K – 646
2023
Q1 		$17.2K Buy
+251
New +$18.8K 0.01% 414

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Fortis Capital Advisors's XYZ Position: Q1 2025 in Review

Fortis Capital Advisors sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 13,440 shares — an estimated $888K sold.

Fortis Capital Advisors first reported a position in XYZ in Q1 2023 and held it in 5 quarters. The position peaked at $888K in Q4 2024. 1,009 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

  • Fortis Capital Advisors reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
  • Fortis Capital Advisors sold 13,440 Block Inc shares in Q1 2025, an estimated $888K.
  • Fortis Capital Advisors first reported a position in Block Inc in Q1 2023 and held it in 5 quarters.
  • Fortis Capital Advisors's Block Inc position peaked at $888K in Q4 2024.
  • 1,009 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on Fortis Capital Advisors's 13F filing for Q1 2025, filed 20 May 2025.