LW
XYZ

Libra Wealth’s Block Inc XYZ Stock Holding History

Libra Wealth’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
-3,554
Closed -$239K – 57
2024
Q3 		$239K Hold
3,554
– – 0.1% 51
2024
Q2 		$229K Hold
3,554
– – 0.1% 49
2024
Q1 		$301K Hold
3,554
– – 0.13% 47
2023
Q4 		$275K Buy
+3,554
New +$201K 0.14% 44
2023
Q3 		– Sell
-3,554
Closed -$237K – 52
2023
Q2 		$237K Hold
3,554
– – 0.13% 45
2023
Q1 		$244K Hold
3,554
– – 0.14% 41
2022
Q4 		$223K Buy
+3,554
New +$219K 0.01% 47

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

Libra Wealth's XYZ Position: Q4 2024 in Review

Libra Wealth sold out of Block Inc (XYZ) in Q4 2024, closing a stake of 3,554 shares — an estimated $239K sold.

Libra Wealth first reported a position in XYZ in Q4 2022 and held it in 7 quarters. The position peaked at $301K in Q1 2024. 1,137 funds tracked by Wall St. Rank hold XYZ as of Q4 2024.

  • Libra Wealth reported no remaining Block Inc position as of Q4 2024 after selling out during the quarter.
  • Libra Wealth sold 3,554 Block Inc shares in Q4 2024, an estimated $239K.
  • Libra Wealth first reported a position in Block Inc in Q4 2022 and held it in 7 quarters.
  • Libra Wealth's Block Inc position peaked at $301K in Q1 2024.
  • 1,137 funds tracked by Wall St. Rank held Block Inc as of Q4 2024.

Based on Libra Wealth's 13F filing for Q4 2024, filed 22 Jan 2025.