Laurel Wealth Advisors (North Carolina)’s Block Inc XYZ Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	–	Sell	-4	Closed	-$339	–	687
2024 Q1	$339	Hold	4	–	–	﹤0.01%	611
2023 Q4	$310	Hold	4	–	–	﹤0.01%	551
2023 Q3	$178	Buy	+4	New	+$248	﹤0.01%	571
2022 Q4	–	Sell	-10	Closed	-$1K	–	584
2022 Q3	$1K	Hold	10	–	–	﹤0.01%	533
2022 Q2	$1K	Sell	10 -50	-83%	-$4.57K	﹤0.01%	620
2022 Q1	$8K	Hold	60	–	–	﹤0.01%	427
2021 Q4	$10K	Hold	60	–	–	﹤0.01%	413
2021 Q3	$14K	Hold	60	–	–	﹤0.01%	385
2021 Q2	$15K	Buy	60 +50	+500%	+$11.6K	﹤0.01%	417
2021 Q1	$2K	Sell	10 -166	-94%	-$38.8K	﹤0.01%	630
2020 Q4	$38K	Sell	176 -104	-37%	-$20.3K	0.01%	281
2020 Q3	$46K	Hold	280	–	–	0.01%	245
2020 Q2	$29K	Hold	280	–	–	0.01%	279
2020 Q1	$15K	Hold	280	–	–	0.01%	327
2019 Q4	$18K	Hold	280	–	–	0.01%	334
2019 Q3	$17K	Hold	280	–	–	0.01%	331
2019 Q2	$20K	Hold	280	–	–	0.01%	319
2019 Q1	$21K	Hold	280	–	–	0.01%	306
2018 Q4	$16K	Buy	+280	New	+$19.8K	0.01%	315

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 $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s XYZ Position: Q2 2024 in Review

Laurel Wealth Advisors (North Carolina) sold out of Block Inc (XYZ) in Q2 2024, closing a stake of 4 shares — an estimated $339 sold.

Laurel Wealth Advisors (North Carolina) first reported a position in XYZ in Q4 2018 and held it in 19 quarters. The position peaked at $46K in Q3 2020. 1,002 funds tracked by Wall St. Rank hold XYZ as of Q2 2024.

Laurel Wealth Advisors (North Carolina) reported no remaining Block Inc position as of Q2 2024 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 4 Block Inc shares in Q2 2024, an estimated $339.
Laurel Wealth Advisors (North Carolina) first reported a position in Block Inc in Q4 2018 and held it in 19 quarters.
Laurel Wealth Advisors (North Carolina)'s Block Inc position peaked at $46K in Q3 2020.
1,002 funds tracked by Wall St. Rank held Block Inc as of Q2 2024.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2024, filed 31 Jul 2024.