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Lee Financial’s Block Inc XYZ Stock Holding History

Lee Financial’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
Q1 		– Sell
-4
Closed -$310 – 851
2023
Q4 		$310 Sell
4
-24
-86% -$1.36K ﹤0.01% 835
2023
Q3 		$1.24K Hold
28
– – ﹤0.01% 759
2023
Q2 		$1.86K Hold
28
– – ﹤0.01% 673
2023
Q1 		$1.92K Sell
28
-2
-7% -$150 ﹤0.01% 680
2022
Q4 		$1.89K Hold
30
– – ﹤0.01% 708
2022
Q3 		$2K Buy
30
+6
+25% +$425 ﹤0.01% 723
2022
Q2 		$1K Buy
24
+2
+9% +$183 ﹤0.01% 832
2022
Q1 		$3K Buy
+22
New +$2.66K ﹤0.01% 604
2021
Q4 		– Sell
-20
Closed -$5K – 967
2021
Q3 		$5K Hold
20
– – ﹤0.01% 503
2021
Q2 		$5K Buy
+20
New +$4.64K ﹤0.01% 474
2018
Q3 		– Sell
-33
Closed -$2K – 748
2018
Q2 		$2K Sell
33
-45
-58% -$2.48K ﹤0.01% 740
2018
Q1 		$4K Buy
+78
New +$3.58K ﹤0.01% 654

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Lee Financial's XYZ Position: Q1 2024 in Review

Lee Financial sold out of Block Inc (XYZ) in Q1 2024, closing a stake of 4 shares — an estimated $310 sold.

Lee Financial first reported a position in XYZ in Q1 2018 and held it in 12 quarters. The position peaked at $5K in Q3 2021. 1,071 funds tracked by Wall St. Rank hold XYZ as of Q1 2024.

  • Lee Financial reported no remaining Block Inc position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 4 Block Inc shares in Q1 2024, an estimated $310.
  • Lee Financial first reported a position in Block Inc in Q1 2018 and held it in 12 quarters.
  • Lee Financial's Block Inc position peaked at $5K in Q3 2021.
  • 1,071 funds tracked by Wall St. Rank held Block Inc as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.