HBW
XYZ

Hazlett, Burt & Watson’s Block Inc XYZ Stock Holding History

Hazlett, Burt & Watson’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
-50
Closed -$3K – 788
2024
Q3 		$3K Hold
50
– – ﹤0.01% 662
2024
Q2 		$3K Sell
50
-110
-69% -$7.7K ﹤0.01% 644
2024
Q1 		$13K Hold
160
– – 0.01% 493
2023
Q4 		$13K Sell
160
-158
-50% -$8.93K 0.01% 471
2023
Q3 		$15K Buy
318
+125
+65% +$7.74K 0.01% 453
2023
Q2 		$12K Sell
193
-40
-17% -$2.5K 0.01% 465
2023
Q1 		$16K Hold
233
– – 0.01% 413
2022
Q4 		$15K Hold
233
– – 0.01% 426
2022
Q3 		$13K Sell
233
-225
-49% -$15.9K 0.01% 431
2022
Q2 		$28K Sell
458
-138
-23% -$12.6K 0.03% 340
2022
Q1 		$81K Buy
+596
New +$72.2K 0.06% 231

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

Hazlett, Burt & Watson's XYZ Position: Q4 2024 in Review

Hazlett, Burt & Watson sold out of Block Inc (XYZ) in Q4 2024, closing a stake of 50 shares — an estimated $3K sold.

Hazlett, Burt & Watson first reported a position in XYZ in Q1 2022 and held it in 11 quarters. The position peaked at $81K in Q1 2022. 1,137 funds tracked by Wall St. Rank hold XYZ as of Q4 2024.

  • Hazlett, Burt & Watson reported no remaining Block Inc position as of Q4 2024 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 50 Block Inc shares in Q4 2024, an estimated $3K.
  • Hazlett, Burt & Watson first reported a position in Block Inc in Q1 2022 and held it in 11 quarters.
  • Hazlett, Burt & Watson's Block Inc position peaked at $81K in Q1 2022.
  • 1,137 funds tracked by Wall St. Rank held Block Inc as of Q4 2024.

Based on Hazlett, Burt & Watson's 13F filing for Q4 2024, filed 12 Feb 2025.