GI
XYZ

Gradient Investments’s Block Inc XYZ Stock Holding History

Gradient Investments’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
-60
Closed -$3.87K – 1356
2024
Q2 		$3.87K Buy
60
+6
+11% +$420 ﹤0.01% 894
2024
Q1 		$4.57K Sell
54
-30
-36% -$2.17K ﹤0.01% 740
2023
Q4 		$6.5K Buy
84
+50
+147% +$2.83K ﹤0.01% 925
2023
Q3 		$1.5K Sell
34
-100
-75% -$6.19K ﹤0.01% 1253
2023
Q2 		$8.92K Hold
134
– – ﹤0.01% 826
2023
Q1 		$9.2K Buy
134
+4
+3% +$299 ﹤0.01% 830
2022
Q4 		$8.17K Hold
130
– – ﹤0.01% 850
2022
Q3 		$7K Hold
130
– – ﹤0.01% 896
2022
Q2 		$8K Sell
130
-10
-7% -$914 ﹤0.01% 830
2022
Q1 		$19K Sell
140
-41,214
-100% -$4.99M ﹤0.01% 662
2021
Q4 		$6.68M Buy
41,354
+21,900
+113% +$4.75M 0.17% 136
2021
Q3 		$4.67M Buy
19,454
+124
+0.6% +$31.9K 0.13% 144
2021
Q2 		$4.71M Buy
19,330
+1,739
+10% +$403K 0.14% 139
2021
Q1 		$3.99M Buy
17,591
+10,113
+135% +$2.37M 0.13% 141
2020
Q4 		$1.22M Sell
7,478
-226
-3% -$44.1K 0.05% 146
2020
Q3 		$1.25M Sell
7,704
-13,428
-64% -$1.9M 0.05% 145
2020
Q2 		$2.22M Sell
21,132
-2,849
-12% -$218K 0.1% 135
2020
Q1 		$1.26M Buy
23,981
+4,773
+25% +$326K 0.07% 153
2019
Q4 		$1.2M Buy
19,208
+1,654
+9% +$106K 0.05% 188
2019
Q3 		$1.09M Buy
17,554
+2,431
+16% +$165K 0.05% 188
2019
Q2 		$1.1M Buy
+15,123
New +$1.06M 0.06% 183
2019
Q1 		– Sell
-94
Closed -$5K – 1025
2018
Q4 		$5K Buy
+94
New +$6.64K ﹤0.01% 719

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Gradient Investments's XYZ Position: Q3 2024 in Review

Gradient Investments sold out of Block Inc (XYZ) in Q3 2024, closing a stake of 60 shares — an estimated $3.87K sold.

Gradient Investments first reported a position in XYZ in Q4 2018 and held it in 22 quarters. The position peaked at $6.68M in Q4 2021. 988 funds tracked by Wall St. Rank hold XYZ as of Q3 2024.

  • Gradient Investments reported no remaining Block Inc position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 60 Block Inc shares in Q3 2024, an estimated $3.87K.
  • Gradient Investments first reported a position in Block Inc in Q4 2018 and held it in 22 quarters.
  • Gradient Investments's Block Inc position peaked at $6.68M in Q4 2021.
  • 988 funds tracked by Wall St. Rank held Block Inc as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.