GJWM
XYZ

Gilliland Jeter Wealth Management’s Block Inc XYZ Stock Holding History

Gilliland Jeter 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
-71
Closed -$4.77K – 659
2024
Q3 		$4.77K Hold
71
– – ﹤0.01% 540
2024
Q2 		$4.58K Buy
+71
New +$4.97K ﹤0.01% 529

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

Gilliland Jeter Wealth Management's XYZ Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Block Inc (XYZ) in Q4 2024, closing a stake of 71 shares — an estimated $4.77K sold.

Gilliland Jeter Wealth Management first reported a position in XYZ in Q2 2024 and held it in 2 quarters. The position peaked at $4.77K in Q3 2024. 1,137 funds tracked by Wall St. Rank hold XYZ as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Block Inc position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 71 Block Inc shares in Q4 2024, an estimated $4.77K.
  • Gilliland Jeter Wealth Management first reported a position in Block Inc in Q2 2024 and held it in 2 quarters.
  • Gilliland Jeter Wealth Management's Block Inc position peaked at $4.77K in Q3 2024.
  • 1,137 funds tracked by Wall St. Rank held Block Inc as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.