KFS
XYZ

Kelly Financial Services’s Block Inc XYZ Stock Holding History

Kelly Financial 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
2024
Q3 		– Sell
-50
Closed -$3.23K – 784
2024
Q2 		$3.23K Hold
50
– – ﹤0.01% 544
2024
Q1 		$4.23K Hold
50
– – ﹤0.01% 518
2023
Q4 		$3.87K Sell
50
-9
-15% -$509 ﹤0.01% 504
2023
Q3 		$2.61K Sell
59
-41
-41% -$2.54K ﹤0.01% 526
2023
Q2 		$6.66K Hold
100
– – ﹤0.01% 408
2023
Q1 		$6.87K Sell
100
-5
-5% -$374 ﹤0.01% 391
2022
Q4 		$6.6K Hold
105
– – ﹤0.01% 369
2022
Q3 		$5.77K Hold
105
– – ﹤0.01% 381
2022
Q2 		$6.45K Hold
105
– – ﹤0.01% 369
2022
Q1 		$14.2K Sell
105
-25
-19% -$3.03K 0.01% 303
2021
Q4 		$21K Buy
130
+20
+18% +$4.33K 0.01% 264
2021
Q3 		$26.4K Buy
110
+20
+22% +$5.14K 0.01% 227
2021
Q2 		$21.9K Hold
90
– – 0.01% 254
2021
Q1 		$20.4K Buy
90
+40
+80% +$9.36K 0.01% 221
2020
Q4 		$10.9K Buy
+50
New +$9.75K 0.01% 258
2019
Q2 		– Sell
-75
Closed -$5.62K – 518
2019
Q1 		$5.62K Buy
+75
New +$5.43K 0.01% 280

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Kelly Financial Services's XYZ Position: Q3 2024 in Review

Kelly Financial Services sold out of Block Inc (XYZ) in Q3 2024, closing a stake of 50 shares — an estimated $3.23K sold.

Kelly Financial Services first reported a position in XYZ in Q1 2019 and held it in 16 quarters. The position peaked at $26.4K in Q3 2021. 987 funds tracked by Wall St. Rank hold XYZ as of Q3 2024.

  • Kelly Financial Services reported no remaining Block Inc position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 50 Block Inc shares in Q3 2024, an estimated $3.23K.
  • Kelly Financial Services first reported a position in Block Inc in Q1 2019 and held it in 16 quarters.
  • Kelly Financial Services's Block Inc position peaked at $26.4K in Q3 2021.
  • 987 funds tracked by Wall St. Rank held Block Inc as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.