Friedenthal Financial’s Block Inc XYZ Stock Holding History

Friedenthal Financial’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	-8,750	Closed	-$744K	–	312
2024 Q4	$744K	Buy	+8,750	New	+$718K	0.43%	82
2024 Q1	–	Sell	-9,939	Closed	-$769K	–	300
2023 Q4	$769K	Buy	+9,939	New	+$562K	0.5%	41
2023 Q2	–	Sell	-10,080	Closed	-$692K	–	141
2023 Q1	$692K	Buy	+10,080	New	+$755K	0.49%	55

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

Friedenthal Financial's XYZ Position: Q1 2025 in Review

Friedenthal Financial sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 8,750 shares — an estimated $744K sold.

Friedenthal Financial first reported a position in XYZ in Q1 2023 and held it in 3 quarters. The position peaked at $769K in Q4 2023. 1,009 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

Friedenthal Financial reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
Friedenthal Financial sold 8,750 Block Inc shares in Q1 2025, an estimated $744K.
Friedenthal Financial first reported a position in Block Inc in Q1 2023 and held it in 3 quarters.
Friedenthal Financial's Block Inc position peaked at $769K in Q4 2023.
1,009 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on Friedenthal Financial's 13F filing for Q1 2025, filed 21 Apr 2025.