FRG Family Wealth Advisors’s Block Inc XYZ Stock Holding History

FRG Family Wealth 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
2024 Q2	–	Sell	-5	Closed	-$365	–	373
2024 Q1	$365	Buy	+5	New	+$362	﹤0.01%	358

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FRG Family Wealth Advisors's XYZ Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of Block Inc (XYZ) in Q2 2024, closing a stake of 5 shares — an estimated $365 sold.

FRG Family Wealth Advisors first reported a position in XYZ in Q1 2024 and held it in 1 quarter. The position peaked at $365 in Q1 2024. 998 funds tracked by Wall St. Rank hold XYZ as of Q2 2024.

FRG Family Wealth Advisors reported no remaining Block Inc position as of Q2 2024 after selling out during the quarter.
FRG Family Wealth Advisors sold 5 Block Inc shares in Q2 2024, an estimated $365.
FRG Family Wealth Advisors first reported a position in Block Inc in Q1 2024 and held it in 1 quarter.
FRG Family Wealth Advisors's Block Inc position peaked at $365 in Q1 2024.
998 funds tracked by Wall St. Rank held Block Inc as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.