FIA
XYZ

FPC Investment Advisory’s Block Inc XYZ Stock Holding History

FPC Investment Advisory’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
-150
Closed -$13.6K – 282
2024
Q4 		$13.6K Sell
150
-2,450
-94% -$201K 0.01% 132
2024
Q3 		$171K Hold
2,600
– – 0.15% 23
2024
Q2 		$187K Hold
2,600
– – 0.17% 23
2024
Q1 		$192K Buy
+2,600
New +$188K 0.19% 22

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

FPC Investment Advisory's XYZ Position: Q1 2025 in Review

FPC Investment Advisory sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 150 shares — an estimated $13.6K sold.

FPC Investment Advisory first reported a position in XYZ in Q1 2024 and held it in 4 quarters. The position peaked at $192K in Q1 2024. 1,009 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

  • FPC Investment Advisory reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
  • FPC Investment Advisory sold 150 Block Inc shares in Q1 2025, an estimated $13.6K.
  • FPC Investment Advisory first reported a position in Block Inc in Q1 2024 and held it in 4 quarters.
  • FPC Investment Advisory's Block Inc position peaked at $192K in Q1 2024.
  • 1,009 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on FPC Investment Advisory's 13F filing for Q1 2025, filed 6 May 2025.