LOIM
XYZ

Liberty One Investment Management’s Block Inc XYZ Stock Holding History

Liberty One Investment 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
Q4 		– Sell
-30
Closed -$2.01K – 185
2024
Q3 		$2.01K Sell
30
-192
-86% -$12.4K ﹤0.01% 177
2024
Q2 		$14K Sell
222
-17
-7% -$1.19K ﹤0.01% 176
2024
Q1 		$20.2K Hold
239
– – ﹤0.01% 164
2023
Q4 		$18.5K Buy
239
+113
+90% +$6.39K ﹤0.01% 144
2023
Q3 		$5.58K Buy
126
+16
+15% +$991 ﹤0.01% 154
2023
Q2 		$7.32K Hold
110
– – ﹤0.01% 153
2023
Q1 		$7.55K Buy
+110
New +$8.23K ﹤0.01% 148
2022
Q2 		– Sell
-9
Closed -$1K – 171
2022
Q1 		$1K Buy
+9
New +$1.09K ﹤0.01% 171

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Liberty One Investment Management's XYZ Position: Q4 2024 in Review

Liberty One Investment Management sold out of Block Inc (XYZ) in Q4 2024, closing a stake of 30 shares — an estimated $2.01K sold.

Liberty One Investment Management first reported a position in XYZ in Q1 2022 and held it in 8 quarters. The position peaked at $20.2K in Q1 2024. 1,138 funds tracked by Wall St. Rank hold XYZ as of Q4 2024.

  • Liberty One Investment Management reported no remaining Block Inc position as of Q4 2024 after selling out during the quarter.
  • Liberty One Investment Management sold 30 Block Inc shares in Q4 2024, an estimated $2.01K.
  • Liberty One Investment Management first reported a position in Block Inc in Q1 2022 and held it in 8 quarters.
  • Liberty One Investment Management's Block Inc position peaked at $20.2K in Q1 2024.
  • 1,138 funds tracked by Wall St. Rank held Block Inc as of Q4 2024.

Based on Liberty One Investment Management's 13F filing for Q4 2024, filed 16 Jan 2025.