MWA
XYZ

MFA Wealth Advisors’s Block Inc XYZ Stock Holding History

MFA 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
Q4 		– Sell
-236
Closed -$15.8K – 406
2024
Q3 		$15.8K Sell
236
-31
-12% -$2K ﹤0.01% 287
2024
Q2 		$17.2K Buy
+267
New +$18.7K ﹤0.01% 280
2020
Q3 		– Sell
-631
Closed -$66.2K – 243
2020
Q2 		$66.2K Sell
631
-40,079
-98% -$3.07M 0.04% 64
2020
Q1 		$2.12M Buy
+40,710
New +$2.78M 2.06% 18

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MFA Wealth Advisors's XYZ Position: Q4 2024 in Review

MFA Wealth Advisors sold out of Block Inc (XYZ) in Q4 2024, closing a stake of 236 shares — an estimated $15.8K sold.

MFA Wealth Advisors first reported a position in XYZ in Q1 2020 and held it in 4 quarters. The position peaked at $2.12M in Q1 2020. 1,137 funds tracked by Wall St. Rank hold XYZ as of Q4 2024.

  • MFA Wealth Advisors reported no remaining Block Inc position as of Q4 2024 after selling out during the quarter.
  • MFA Wealth Advisors sold 236 Block Inc shares in Q4 2024, an estimated $15.8K.
  • MFA Wealth Advisors first reported a position in Block Inc in Q1 2020 and held it in 4 quarters.
  • MFA Wealth Advisors's Block Inc position peaked at $2.12M in Q1 2020.
  • 1,137 funds tracked by Wall St. Rank held Block Inc as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.