FFWM
XYZ

Future Financial Wealth Management’s Block Inc XYZ Stock Holding History

Future Financial Wealth Management’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
Q4 		– Sell
-850
Closed -$57.1K – 475
2024
Q3 		$57.1K Buy
+850
New +$54.9K 0.04% 239
2024
Q2 		– Sell
-837
Closed -$70.8K – 493
2024
Q1 		$70.8K Buy
+837
New +$60.5K 0.05% 222
2022
Q2 		– Sell
-812
Closed -$110K – 507
2022
Q1 		$110K Buy
812
+12
+2% +$1.45K 0.09% 168
2021
Q4 		$131K Buy
+800
New +$173K 0.1% 165
2021
Q1 		– Sell
-1,500
Closed -$326K – 131
2020
Q4 		$326K Buy
+1,500
New +$293K 0.38% 79

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Future Financial Wealth Management's XYZ Position: Q4 2024 in Review

Future Financial Wealth Management sold out of Block Inc (XYZ) in Q4 2024, closing a stake of 850 shares — an estimated $57.1K sold.

Future Financial Wealth Management first reported a position in XYZ in Q4 2020 and held it in 5 quarters. The position peaked at $326K in Q4 2020. 1,137 funds tracked by Wall St. Rank hold XYZ as of Q4 2024.

  • Future Financial Wealth Management reported no remaining Block Inc position as of Q4 2024 after selling out during the quarter.
  • Future Financial Wealth Management sold 850 Block Inc shares in Q4 2024, an estimated $57.1K.
  • Future Financial Wealth Management first reported a position in Block Inc in Q4 2020 and held it in 5 quarters.
  • Future Financial Wealth Management's Block Inc position peaked at $326K in Q4 2020.
  • 1,137 funds tracked by Wall St. Rank held Block Inc as of Q4 2024.

Based on Future Financial Wealth Management's 13F filing for Q4 2024, filed 13 Jan 2025.