Householder Group Estate & Retirement Specialist’s Block Inc XYZ Stock Holding History

Householder Group Estate & Retirement Specialist’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	$8K	Sell	95 -406	-81%	-$33.3K	0.01%	399
2024 Q3	$33K	Sell	501 -187	-27%	-$12.1K	0.01%	572
2024 Q2	$44K	Buy	688 +41	+6%	+$2.87K	0.01%	504
2024 Q1	$54.7K	Sell	647 -3,007	-82%	-$217K	0.02%	458
2023 Q4	$282K	Buy	3,654 +420	+13%	+$23.7K	0.09%	195
2023 Q3	$143K	Buy	+3,234	New	+$200K	0.05%	258
2023 Q1	$41K	Buy	+600	New	+$44.9K	0.02%	479
2022 Q4	–	Sell	-511	Closed	-$28K	–	1203
2022 Q3	$28K	Buy	+511	New	+$36.2K	0.01%	509
2022 Q1	–	Sell	-1,626	Closed	-$263K	–	208
2021 Q4	$263K	Buy	+1,626	New	+$352K	0.1%	175

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's XYZ Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Block Inc (XYZ) stake by 81% in Q4 2024, selling an estimated $33.3K and leaving 95 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #399.

Householder Group Estate & Retirement Specialist first reported a position in XYZ in Q4 2021 and has held it in 9 quarters since. The position peaked at $282K in Q4 2023. 1,138 funds tracked by Wall St. Rank hold XYZ as of Q4 2024.

Householder Group Estate & Retirement Specialist held 95 shares of Block Inc worth $8K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 406 Block Inc shares in Q4 2024, an estimated $33.3K.
Block Inc made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #399 holding.
Householder Group Estate & Retirement Specialist first reported a position in Block Inc in Q4 2021 and has held it in 9 quarters since.
Householder Group Estate & Retirement Specialist's Block Inc position peaked at $282K in Q4 2023.
1,138 funds tracked by Wall St. Rank held Block Inc as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.