Moisand Fitzgerald Tamayo’s Block Inc XYZ Stock Holding History

Moisand Fitzgerald Tamayo’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	-8	Closed	-$538	–	638
2024 Q3	$538	Hold	8	–	–	﹤0.01%	587
2024 Q2	$516	Hold	8	–	–	﹤0.01%	557
2024 Q1	$677	Buy	8 +2	+33%	+$145	﹤0.01%	530
2023 Q4	$465	Sell	6 -3	-33%	-$170	﹤0.01%	605
2023 Q3	$399	Hold	9	–	–	﹤0.01%	721
2023 Q2	$600	Hold	9	–	–	﹤0.01%	703
2023 Q1	$618	Hold	9	–	–	﹤0.01%	743
2022 Q4	$566	Hold	9	–	–	﹤0.01%	732
2022 Q3	$0	Hold	9	–	–	﹤0.01%	905
2022 Q2	$1K	Buy	+9	New	+$822	﹤0.01%	579
2022 Q1	–	Sell	-9	Closed	-$1K	–	676
2021 Q4	$1K	Sell	9 -4	-31%	-$867	﹤0.01%	375
2021 Q3	$3K	Hold	13	–	–	﹤0.01%	324
2021 Q2	$3K	Hold	13	–	–	﹤0.01%	352
2021 Q1	$3K	Buy	13 +3	+30%	+$702	﹤0.01%	295
2020 Q4	$2K	Hold	10	–	–	﹤0.01%	313
2020 Q3	$2K	Buy	10 +5	+100%	+$706	﹤0.01%	294
2020 Q2	$1K	Hold	5	–	–	﹤0.01%	307
2020 Q1	$0	Hold	5	–	–	﹤0.01%	298
2019 Q4	$0	Buy	+5	New	+$320	﹤0.01%	290

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Moisand Fitzgerald Tamayo's XYZ Position: Q4 2024 in Review

Moisand Fitzgerald Tamayo sold out of Block Inc (XYZ) in Q4 2024, closing a stake of 8 shares — an estimated $538 sold.

Moisand Fitzgerald Tamayo first reported a position in XYZ in Q4 2019 and held it in 19 quarters. The position peaked at $3K in Q3 2021. 1,141 funds tracked by Wall St. Rank hold XYZ as of Q4 2024.

Moisand Fitzgerald Tamayo reported no remaining Block Inc position as of Q4 2024 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 8 Block Inc shares in Q4 2024, an estimated $538.
Moisand Fitzgerald Tamayo first reported a position in Block Inc in Q4 2019 and held it in 19 quarters.
Moisand Fitzgerald Tamayo's Block Inc position peaked at $3K in Q3 2021.
1,141 funds tracked by Wall St. Rank held Block Inc as of Q4 2024.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2024, filed 4 Feb 2025.