NFA
XYZ

Northwest Financial Advisors’s Block Inc XYZ Stock Holding History

Northwest Financial 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
-13
Closed -$872 – 572
2024
Q3 		$872 Buy
+13
New +$840 ﹤0.01% 521
2024
Q1 		– Sell
-13
Closed -$1.01K – 560
2023
Q4 		$1.01K Buy
+13
New +$735 ﹤0.01% 516

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

Northwest Financial Advisors's XYZ Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Block Inc (XYZ) in Q4 2024, closing a stake of 13 shares — an estimated $872 sold.

Northwest Financial Advisors first reported a position in XYZ in Q4 2023 and held it in 2 quarters. The position peaked at $1.01K in Q4 2023. 1,137 funds tracked by Wall St. Rank hold XYZ as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Block Inc position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 13 Block Inc shares in Q4 2024, an estimated $872.
  • Northwest Financial Advisors first reported a position in Block Inc in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Block Inc position peaked at $1.01K in Q4 2023.
  • 1,137 funds tracked by Wall St. Rank held Block Inc as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.