LifeSteps Financial’s Block Inc XYZ Stock Holding History

LifeSteps 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 Q2	–	Sell	-170	Closed	-$14.4K	–	437
2024 Q1	$14.4K	Buy	+170	New	+$12.3K	0.01%	269

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

LifeSteps Financial's XYZ Position: Q2 2024 in Review

LifeSteps Financial sold out of Block Inc (XYZ) in Q2 2024, closing a stake of 170 shares — an estimated $14.4K sold.

LifeSteps Financial first reported a position in XYZ in Q1 2024 and held it in 1 quarter. The position peaked at $14.4K in Q1 2024. 998 funds tracked by Wall St. Rank hold XYZ as of Q2 2024.

LifeSteps Financial reported no remaining Block Inc position as of Q2 2024 after selling out during the quarter.
LifeSteps Financial sold 170 Block Inc shares in Q2 2024, an estimated $14.4K.
LifeSteps Financial first reported a position in Block Inc in Q1 2024 and held it in 1 quarter.
LifeSteps Financial's Block Inc position peaked at $14.4K in Q1 2024.
998 funds tracked by Wall St. Rank held Block Inc as of Q2 2024.

Based on LifeSteps Financial's 13F filing for Q2 2024, filed 17 Jul 2024.