OWMIAS
XYZ

One Wealth Management Investment & Advisory Services’s Block Inc XYZ Stock Holding History

One Wealth Management Investment & Advisory Services’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
-10,929
Closed -$734K – 49
2024
Q3 		$734K Sell
10,929
-601
-5% -$38.8K 1.29% 14
2024
Q2 		$744K Buy
11,530
+31
+0.3% +$2.17K 0.3% 52
2024
Q1 		$973K Sell
11,499
-31
-0.3% -$2.24K 0.4% 44
2023
Q4 		$892K Buy
+11,530
New +$652K 0.4% 48

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

One Wealth Management Investment & Advisory Services's XYZ Position: Q4 2024 in Review

One Wealth Management Investment & Advisory Services sold out of Block Inc (XYZ) in Q4 2024, closing a stake of 10,929 shares — an estimated $734K sold.

One Wealth Management Investment & Advisory Services first reported a position in XYZ in Q4 2023 and held it in 4 quarters. The position peaked at $973K in Q1 2024. 1,138 funds tracked by Wall St. Rank hold XYZ as of Q4 2024.

  • One Wealth Management Investment & Advisory Services reported no remaining Block Inc position as of Q4 2024 after selling out during the quarter.
  • One Wealth Management Investment & Advisory Services sold 10,929 Block Inc shares in Q4 2024, an estimated $734K.
  • One Wealth Management Investment & Advisory Services first reported a position in Block Inc in Q4 2023 and held it in 4 quarters.
  • One Wealth Management Investment & Advisory Services's Block Inc position peaked at $973K in Q1 2024.
  • 1,138 funds tracked by Wall St. Rank held Block Inc as of Q4 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q4 2024, filed 21 Jan 2025.