Legacy Advisors’s Block Inc XYZ Stock Holding History

Legacy Advisors’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
2025 Q1	–	Sell	-2,358	Closed	-$200K	–	474
2024 Q4	$200K	Buy	+2,358	New	+$193K	0.02%	394
2019 Q3	–	Sell	-360	Closed	-$26K	–	343
2019 Q2	$26K	Hold	360	–	–	0.02%	242
2019 Q1	$27K	Buy	+360	New	+$26.1K	0.01%	256
2018 Q4	–	Sell	-326	Closed	-$32K	–	411
2018 Q3	$32K	Hold	326	–	–	0.02%	267
2018 Q2	$20K	Hold	326	–	–	0.01%	258
2018 Q1	$15K	Buy	+326	New	+$15K	0.01%	229

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Legacy Advisors's XYZ Position: Q1 2025 in Review

Legacy Advisors sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 2,358 shares — an estimated $200K sold.

Legacy Advisors first reported a position in XYZ in Q1 2018 and held it in 6 quarters. The position peaked at $200K in Q4 2024. 1,009 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

Legacy Advisors reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
Legacy Advisors sold 2,358 Block Inc shares in Q1 2025, an estimated $200K.
Legacy Advisors first reported a position in Block Inc in Q1 2018 and held it in 6 quarters.
Legacy Advisors's Block Inc position peaked at $200K in Q4 2024.
1,009 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.