LM Advisors’s Block Inc XYZ Stock Holding History

LM 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
2024 Q1	–	Sell	-143	Closed	-$11.1K	–	727
2023 Q4	$11.1K	Buy	+143	New	+$8.09K	﹤0.01%	516

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LM Advisors's XYZ Position: Q1 2024 in Review

LM Advisors sold out of Block Inc (XYZ) in Q1 2024, closing a stake of 143 shares — an estimated $11.1K sold.

LM Advisors first reported a position in XYZ in Q4 2023 and held it in 1 quarter. The position peaked at $11.1K in Q4 2023. 1,068 funds tracked by Wall St. Rank hold XYZ as of Q1 2024.

LM Advisors reported no remaining Block Inc position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 143 Block Inc shares in Q1 2024, an estimated $11.1K.
LM Advisors first reported a position in Block Inc in Q4 2023 and held it in 1 quarter.
LM Advisors's Block Inc position peaked at $11.1K in Q4 2023.
1,068 funds tracked by Wall St. Rank held Block Inc as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.