GFS Advisors’s Block Inc XYZ Stock Holding History

GFS 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 Q3	–	Sell	-112,670	Closed	-$6K	–	202
2024 Q2	$6K	Buy	+112,670	New	+$7.88M	﹤0.01%	198

Other funds holding XYZ

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

GFS Advisors's XYZ Position: Q3 2024 in Review

GFS Advisors sold out of Block Inc (XYZ) in Q3 2024, closing a stake of 112,670 shares — an estimated $6K sold.

GFS Advisors first reported a position in XYZ in Q2 2024 and held it in 1 quarter. The position peaked at $6K in Q2 2024. 987 funds tracked by Wall St. Rank hold XYZ as of Q3 2024.

GFS Advisors reported no remaining Block Inc position as of Q3 2024 after selling out during the quarter.
GFS Advisors sold 112,670 Block Inc shares in Q3 2024, an estimated $6K.
GFS Advisors first reported a position in Block Inc in Q2 2024 and held it in 1 quarter.
GFS Advisors's Block Inc position peaked at $6K in Q2 2024.
987 funds tracked by Wall St. Rank held Block Inc as of Q3 2024.

Based on GFS Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.