HAS
XYZ

HBW Advisory Services’s Block Inc XYZ Stock Holding History

HBW Advisory 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
2025
Q1 		– Sell
-2,697
Closed -$229K – 429
2024
Q4 		$229K Buy
+2,697
New +$221K 0.02% 338
2022
Q1 		– Sell
-1,559
Closed -$252K – 283
2021
Q4 		$252K Buy
1,559
+588
+61% +$127K 0.06% 225
2021
Q3 		$233K Sell
971
-42
-4% -$10.8K 0.06% 223
2021
Q2 		$247K Sell
1,013
-95
-9% -$22K 0.06% 212
2021
Q1 		$252K Buy
+1,108
New +$259K 0.07% 203

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

HBW Advisory Services's XYZ Position: Q1 2025 in Review

HBW Advisory Services sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 2,697 shares — an estimated $229K sold.

HBW Advisory Services first reported a position in XYZ in Q1 2021 and held it in 5 quarters. The position peaked at $252K in Q4 2021. 1,013 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

  • HBW Advisory Services reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
  • HBW Advisory Services sold 2,697 Block Inc shares in Q1 2025, an estimated $229K.
  • HBW Advisory Services first reported a position in Block Inc in Q1 2021 and held it in 5 quarters.
  • HBW Advisory Services's Block Inc position peaked at $252K in Q4 2021.
  • 1,013 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on HBW Advisory Services's 13F filing for Q1 2025, filed 9 Apr 2025.