GPA
XYZ

Guerra Pan Advisors’s Block Inc XYZ Stock Holding History

Guerra Pan 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
2025
Q1 		– Sell
-2,486
Closed -$211K – 112
2024
Q4 		$211K Buy
+2,486
New +$204K 0.15% 110
2024
Q2 		– Sell
-2,704
Closed -$229K – 106
2024
Q1 		$229K Buy
+2,704
New +$196K 0.21% 93
2022
Q2 		– Sell
-2,259
Closed -$226K – 100
2022
Q1 		$226K Buy
2,259
+100
+5% +$12.1K 0.27% 92
2021
Q4 		$349K Buy
+2,159
New +$468K 0.35% 74

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Norges Bank Oslo, Norway $935B AUM

Guerra Pan Advisors's XYZ Position: Q1 2025 in Review

Guerra Pan Advisors sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 2,486 shares — an estimated $211K sold.

Guerra Pan Advisors first reported a position in XYZ in Q4 2021 and held it in 4 quarters. The position peaked at $349K in Q4 2021. 1,009 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

  • Guerra Pan Advisors reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
  • Guerra Pan Advisors sold 2,486 Block Inc shares in Q1 2025, an estimated $211K.
  • Guerra Pan Advisors first reported a position in Block Inc in Q4 2021 and held it in 4 quarters.
  • Guerra Pan Advisors's Block Inc position peaked at $349K in Q4 2021.
  • 1,009 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on Guerra Pan Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.