JGIA
XYZ

Jackson Grant Investment Advisers’s Block Inc XYZ Stock Holding History

Jackson Grant Investment Advisers’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
-23
Closed -$1.54K – 408
2024
Q3 		$1.54K Buy
+23
New +$1.49K ﹤0.01% 388
2022
Q3 		– Sell
-265
Closed -$16K – 354
2022
Q2 		$16K Hold
265
– – 0.01% 290
2022
Q1 		$36K Buy
+265
New +$32.1K 0.02% 234
2021
Q4 		– Sell
-340
Closed -$82K – 354
2021
Q3 		$82K Hold
340
– – 0.04% 164
2021
Q2 		$83K Hold
340
– – 0.04% 160
2021
Q1 		$77K Buy
340
+25
+8% +$5.85K 0.04% 161
2020
Q4 		$69K Buy
315
+265
+530% +$51.7K 0.04% 158
2020
Q3 		$8K Hold
50
– – ﹤0.01% 212
2020
Q2 		$5K Buy
+50
New +$3.83K ﹤0.01% 212

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

Jackson Grant Investment Advisers's XYZ Position: Q4 2024 in Review

Jackson Grant Investment Advisers sold out of Block Inc (XYZ) in Q4 2024, closing a stake of 23 shares — an estimated $1.54K sold.

Jackson Grant Investment Advisers first reported a position in XYZ in Q2 2020 and held it in 9 quarters. The position peaked at $83K in Q2 2021. 1,138 funds tracked by Wall St. Rank hold XYZ as of Q4 2024.

  • Jackson Grant Investment Advisers reported no remaining Block Inc position as of Q4 2024 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 23 Block Inc shares in Q4 2024, an estimated $1.54K.
  • Jackson Grant Investment Advisers first reported a position in Block Inc in Q2 2020 and held it in 9 quarters.
  • Jackson Grant Investment Advisers's Block Inc position peaked at $83K in Q2 2021.
  • 1,138 funds tracked by Wall St. Rank held Block Inc as of Q4 2024.

Based on Jackson Grant Investment Advisers's 13F filing for Q4 2024, filed 27 Jan 2025.