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XYZ

Nordwand Advisors’s Block Inc XYZ Stock Holding History

Nordwand 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
-100
Closed -$8.5K – 127
2024
Q4 		$8.5K Hold
100
– – ﹤0.01% 91
2024
Q3 		$6.71K Hold
100
– – ﹤0.01% 98
2024
Q2 		$6.45K Hold
100
– – ﹤0.01% 122
2024
Q1 		$8.46K Hold
100
– – ﹤0.01% 130
2023
Q4 		$7.74K Hold
100
– – ﹤0.01% 123
2023
Q3 		$4.43K Hold
100
– – ﹤0.01% 111
2023
Q2 		$6.66K Hold
100
– – ﹤0.01% 97
2023
Q1 		$6.87K Buy
+100
New +$7.49K ﹤0.01% 104

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
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
Norges Bank Oslo, Norway $1T AUM

Nordwand Advisors's XYZ Position: Q1 2025 in Review

Nordwand Advisors sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 100 shares — an estimated $8.5K sold.

Nordwand Advisors first reported a position in XYZ in Q1 2023 and held it in 8 quarters. The position peaked at $8.5K in Q4 2024. 1,013 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

  • Nordwand Advisors reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
  • Nordwand Advisors sold 100 Block Inc shares in Q1 2025, an estimated $8.5K.
  • Nordwand Advisors first reported a position in Block Inc in Q1 2023 and held it in 8 quarters.
  • Nordwand Advisors's Block Inc position peaked at $8.5K in Q4 2024.
  • 1,013 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on Nordwand Advisors's 13F filing for Q1 2025, filed 12 May 2025.