OLVIG
XYZ

Oliver Lagore Vanvalin Investment Group’s Block Inc XYZ Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
Q2 		– Sell
-55
Closed -$4.65K – 831
2024
Q1 		$4.65K Sell
55
-35
-39% -$2.53K ﹤0.01% 520
2023
Q4 		$6.96K Sell
90
-397
-82% -$22.4K ﹤0.01% 477
2023
Q3 		$21.6K Buy
487
+361
+287% +$22.4K 0.01% 339
2023
Q2 		$8.39K Sell
126
-200
-61% -$12.5K ﹤0.01% 496
2023
Q1 		$22.4K Sell
326
-962
-75% -$72K 0.01% 276
2022
Q4 		$80.9K Sell
1,288
-399
-24% -$24.6K 0.05% 139
2022
Q3 		$93K Sell
1,687
-219
-11% -$15.5K 0.06% 125
2022
Q2 		$117K Buy
1,906
+1,187
+165% +$108K 0.07% 119
2022
Q1 		$98K Buy
+719
New +$87K 0.07% 127

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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's XYZ Position: Q2 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of Block Inc (XYZ) in Q2 2024, closing a stake of 55 shares — an estimated $4.65K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in XYZ in Q1 2022 and held it in 9 quarters. The position peaked at $117K in Q2 2022. 999 funds tracked by Wall St. Rank hold XYZ as of Q2 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Block Inc position as of Q2 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 55 Block Inc shares in Q2 2024, an estimated $4.65K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Block Inc in Q1 2022 and held it in 9 quarters.
  • Oliver Lagore Vanvalin Investment Group's Block Inc position peaked at $117K in Q2 2022.
  • 999 funds tracked by Wall St. Rank held Block Inc as of Q2 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2024, filed 15 Aug 2024.