MONECO Advisors’s Block Inc XYZ Stock Holding History

MONECO 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
2025 Q1	–	Sell	-10,114	Closed	-$860K	–	501
2024 Q4	$860K	Buy	+10,114	New	+$830K	0.09%	197
2021 Q4	–	Sell	-940	Closed	-$225K	–	273
2021 Q3	$225K	Buy	+940	New	+$241K	0.09%	222

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

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

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

DIG

Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

MONECO Advisors's XYZ Position: Q1 2025 in Review

MONECO Advisors sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 10,114 shares — an estimated $860K sold.

MONECO Advisors first reported a position in XYZ in Q3 2021 and held it in 2 quarters. The position peaked at $860K in Q4 2024. 1,016 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

MONECO Advisors reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
MONECO Advisors sold 10,114 Block Inc shares in Q1 2025, an estimated $860K.
MONECO Advisors first reported a position in Block Inc in Q3 2021 and held it in 2 quarters.
MONECO Advisors's Block Inc position peaked at $860K in Q4 2024.
1,016 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on MONECO Advisors's 13F filing for Q1 2025, filed 8 May 2025.