HFS
XYZ

Hantz Financial Services’s Block Inc XYZ Stock Holding History

Hantz Financial Services’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
2026
Q1 		$181K Buy
3,006
+1,191
+66% +$72.4K ﹤0.01% 1031
2025
Q4 		$118K Buy
1,815
+693
+62% +$47.8K ﹤0.01% 1087
2025
Q3 		$81K Buy
1,122
+227
+25% +$17K ﹤0.01% 1054
2025
Q2 		$61K Sell
895
-145
-14% -$8.44K ﹤0.01% 906
2025
Q1 		$57K Buy
1,040
+226
+28% +$16.9K ﹤0.01% 685
2024
Q4 		$69K Buy
+814
New +$66.8K ﹤0.01% 640
2024
Q2 		– Sell
-1,003
Closed -$85K – 1307
2024
Q1 		$85K Hold
1,003
– – ﹤0.01% 621
2023
Q4 		$78K Sell
1,003
-1
-0.1% -$57 ﹤0.01% 614
2023
Q3 		$44K Sell
1,004
-100
-9% -$6.19K ﹤0.01% 646
2023
Q2 		$73K Sell
1,104
-75
-6% -$4.69K ﹤0.01% 590
2023
Q1 		$81K Buy
1,179
+1
+0.1% +$75 ﹤0.01% 583
2022
Q4 		$74K Buy
1,178
+128
+12% +$7.9K ﹤0.01% 589
2022
Q3 		$58K Hold
1,050
– – ﹤0.01% 585
2022
Q2 		$65K Buy
1,050
+341
+48% +$31.2K ﹤0.01% 578
2022
Q1 		$96K Buy
709
+605
+582% +$73.2K ﹤0.01% 572
2021
Q4 		$17K Hold
104
– – ﹤0.01% 637
2021
Q3 		$25K Sell
104
-4
-4% -$1.03K ﹤0.01% 594
2021
Q2 		$26K Hold
108
– – ﹤0.01% 595
2021
Q1 		$25K Buy
108
+4
+4% +$936 ﹤0.01% 542
2020
Q4 		$23K Buy
+104
New +$20.3K ﹤0.01% 515

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return