LWA
XYZ

Lowe Wealth Advisors’s Block Inc XYZ Stock Holding History

Lowe Wealth 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
Q3 		– Sell
-200
Closed -$12.9K – 326
2024
Q2 		$12.9K Sell
200
-85
-30% -$5.95K 0.01% 203
2024
Q1 		$24.1K Hold
285
– – 0.01% 154
2023
Q4 		$22K Hold
285
– – 0.01% 155
2023
Q3 		$12.6K Hold
285
– – 0.01% 185
2023
Q2 		$19K Hold
285
– – 0.01% 162
2023
Q1 		$19.6K Hold
285
– – 0.01% 152
2022
Q4 		$17.9K Hold
285
– – 0.01% 162
2022
Q3 		$16K Buy
+285
New +$20.2K 0.01% 165

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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Lowe Wealth Advisors's XYZ Position: Q3 2024 in Review

Lowe Wealth Advisors sold out of Block Inc (XYZ) in Q3 2024, closing a stake of 200 shares — an estimated $12.9K sold.

Lowe Wealth Advisors first reported a position in XYZ in Q3 2022 and held it in 8 quarters. The position peaked at $24.1K in Q1 2024. 986 funds tracked by Wall St. Rank hold XYZ as of Q3 2024.

  • Lowe Wealth Advisors reported no remaining Block Inc position as of Q3 2024 after selling out during the quarter.
  • Lowe Wealth Advisors sold 200 Block Inc shares in Q3 2024, an estimated $12.9K.
  • Lowe Wealth Advisors first reported a position in Block Inc in Q3 2022 and held it in 8 quarters.
  • Lowe Wealth Advisors's Block Inc position peaked at $24.1K in Q1 2024.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q3 2024.

Based on Lowe Wealth Advisors's 13F filing for Q3 2024, filed 2 Oct 2024.