Janiczek Wealth Management’s Block Inc XYZ Stock Holding History

Janiczek Wealth Management’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 Q2	$7.74K	Hold	120	–	–	﹤0.01%	687
2024 Q1	$10.2K	Hold	120	–	–	﹤0.01%	678
2023 Q4	$9.28K	Buy	120 +105	+700%	+$5.94K	﹤0.01%	672
2023 Q3	$664	Hold	15	–	–	﹤0.01%	954
2023 Q2	$999	Hold	15	–	–	﹤0.01%	844
2023 Q1	$961	Sell	15 -3	-17%	-$225	﹤0.01%	851
2022 Q4	$1.29K	Sell	18 -100	-85%	-$6.17K	﹤0.01%	831
2022 Q3	$7K	Buy	118 +100	+556%	+$7.08K	﹤0.01%	620
2022 Q2	$1K	Hold	18	–	–	﹤0.01%	924
2022 Q1	$2K	Hold	18	–	–	﹤0.01%	806
2021 Q4	$3K	Hold	18	–	–	﹤0.01%	801
2021 Q3	$4K	Buy	18 +3	+20%	+$771	﹤0.01%	746
2021 Q2	$4K	Sell	15 -3	-17%	-$696	﹤0.01%	709
2021 Q1	$4K	Buy	+18	New	+$4.21K	﹤0.01%	685

Other funds holding XYZ

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

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

Janiczek Wealth Management's XYZ Position: Q2 2024 in Review

Janiczek Wealth Management held its Block Inc (XYZ) position steady in Q2 2024 at 120 shares worth $7.74K. The position accounts for ﹤0.01% of the portfolio, ranked #687.

Janiczek Wealth Management first reported a position in XYZ in Q1 2021 and has held it in 14 quarters since. The position peaked at $10.2K in Q1 2024. 998 funds tracked by Wall St. Rank hold XYZ as of Q2 2024.

Janiczek Wealth Management held 120 shares of Block Inc worth $7.74K as of Q2 2024.
Janiczek Wealth Management left its Block Inc share count unchanged in Q2 2024.
Block Inc made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #687 holding.
Janiczek Wealth Management first reported a position in Block Inc in Q1 2021 and has held it in 14 quarters since.
Janiczek Wealth Management's Block Inc position peaked at $10.2K in Q1 2024.
998 funds tracked by Wall St. Rank held Block Inc as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.