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Lugano Financial Advisors SA (LFA)’s Block Inc XYZ Stock Holding History

Lugano Financial Advisors SA (LFA)’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
-115
Closed -$7.42K – 186
2024
Q2 		$7.42K Hold
115
– – 0.01% 167
2024
Q1 		$9.73K Hold
115
– – 0.01% 157
2023
Q4 		$8.89K Hold
115
– – 0.01% 162
2023
Q3 		$5.09K Hold
115
– – ﹤0.01% 169
2023
Q2 		$7.66K Hold
115
– – 0.01% 165
2023
Q1 		$7.89K Hold
115
– – 0.01% 108
2022
Q4 		$7.23K Hold
115
– – 0.01% 114
2022
Q3 		$6K Hold
115
– – ﹤0.01% 110
2022
Q2 		$7K Hold
115
– – ﹤0.01% 123
2022
Q1 		$15K Buy
+115
New +$13.9K 0.01% 96

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s XYZ Position: Q3 2024 in Review

Lugano Financial Advisors SA (LFA) sold out of Block Inc (XYZ) in Q3 2024, closing a stake of 115 shares — an estimated $7.42K sold.

Lugano Financial Advisors SA (LFA) first reported a position in XYZ in Q1 2022 and held it in 10 quarters. The position peaked at $15K in Q1 2022. 989 funds tracked by Wall St. Rank hold XYZ as of Q3 2024.

  • Lugano Financial Advisors SA (LFA) reported no remaining Block Inc position as of Q3 2024 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 115 Block Inc shares in Q3 2024, an estimated $7.42K.
  • Lugano Financial Advisors SA (LFA) first reported a position in Block Inc in Q1 2022 and held it in 10 quarters.
  • Lugano Financial Advisors SA (LFA)'s Block Inc position peaked at $15K in Q1 2022.
  • 989 funds tracked by Wall St. Rank held Block Inc as of Q3 2024.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q3 2024, filed 7 Nov 2024.