Magnus Financial Group’s Block Inc XYZ Stock Holding History

Magnus Financial Group’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
2025 Q1	–	Sell	-2,558	Closed	-$217K	–	393
2024 Q4	$217K	Buy	+2,558	New	+$210K	0.02%	335
2024 Q2	–	Sell	-2,597	Closed	-$220K	–	335
2024 Q1	$220K	Sell	2,597 -17	-0.7%	-$1.23K	0.03%	298
2023 Q4	$202K	Buy	+2,614	New	+$148K	0.03%	280
2023 Q3	–	Sell	-3,099	Closed	-$206K	–	283
2023 Q2	$206K	Sell	3,099 -986	-24%	-$61.6K	0.03%	255
2023 Q1	$280K	Buy	4,085 +13	+0.3%	+$973	0.04%	227
2022 Q4	$256K	Buy	4,072 +152	+4%	+$9.38K	0.04%	219
2022 Q3	$216K	Buy	+3,920	New	+$278K	0.04%	228
2022 Q2	–	Sell	-1,952	Closed	-$265K	–	306
2022 Q1	$265K	Buy	1,952 +606	+45%	+$73.4K	0.04%	238
2021 Q4	$217K	Sell	1,346 -660	-33%	-$143K	0.04%	233
2021 Q3	$481K	Buy	2,006 +140	+8%	+$36K	0.1%	138
2021 Q2	$455K	Buy	1,866 +339	+22%	+$78.6K	0.1%	138
2021 Q1	$347K	Buy	1,527 +206	+16%	+$48.2K	0.08%	160
2020 Q4	$288K	Buy	1,321 +5	+0.4%	+$975	0.03%	223
2020 Q3	$214K	Buy	+1,316	New	+$186K	0.02%	252

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Fidelity Investments

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

Baillie Gifford & Co

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

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

Geode Capital Management

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

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM