Fortis Group Advisors’s Block Inc XYZ Stock Holding History

Fortis Group 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	-22,254	Closed	-$1.89M	–	544
2024 Q4	$1.89M	Buy	+22,254	New	+$1.83M	0.35%	73
2020 Q3	$489K	Buy	+3,013	New	+$425K	0.09%	104

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Oslo, Norway $935B AUM

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

Fortis Group Advisors sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 22,254 shares — an estimated $1.89M sold.

Fortis Group Advisors first reported a position in XYZ in Q3 2020 and held it in 2 quarters. The position peaked at $1.89M in Q4 2024. 1,009 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

Fortis Group Advisors reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
Fortis Group Advisors sold 22,254 Block Inc shares in Q1 2025, an estimated $1.89M.
Fortis Group Advisors first reported a position in Block Inc in Q3 2020 and held it in 2 quarters.
Fortis Group Advisors's Block Inc position peaked at $1.89M in Q4 2024.
1,009 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on Fortis Group Advisors's 13F filing for Q1 2025, filed 2 May 2025.