PFGIA
XYZ

Patriot Financial Group Insurance Agency’s Block Inc XYZ Stock Holding History

Patriot Financial Group Insurance Agency’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
-3,769
Closed -$253K – 541
2024
Q3 		$253K Buy
3,769
+36
+1% +$2.33K 0.03% 422
2024
Q2 		$241K Buy
+3,733
New +$261K 0.04% 417
2022
Q3 		– Sell
-3,875
Closed -$238K – 2016
2022
Q2 		$238K Sell
3,875
-1,428
-27% -$130K 0.05% 344
2022
Q1 		$719K Buy
5,303
+41
+0.8% +$4.96K 0.13% 179
2021
Q4 		$850K Buy
5,262
+288
+6% +$62.4K 0.14% 156
2021
Q3 		$1.19M Buy
4,974
+245
+5% +$62.9K 0.21% 112
2021
Q2 		$1.15M Buy
4,729
+4,038
+584% +$937K 0.21% 116
2021
Q1 		$157K Buy
691
+35
+5% +$8.19K 0.04% 444
2020
Q4 		$143K Buy
656
+95
+17% +$18.5K 0.04% 414
2020
Q3 		$91K Sell
561
-248
-31% -$35K 0.03% 412
2020
Q2 		$85K Sell
809
-1,114
-58% -$85.3K 0.03% 385
2020
Q1 		$101K Buy
1,923
+618
+47% +$42.3K 0.05% 320
2019
Q4 		$82K Sell
1,305
-350
-21% -$22.4K 0.03% 377
2019
Q3 		$103K Sell
1,655
-50
-3% -$3.4K 0.05% 302
2019
Q2 		$126K Sell
1,705
-320
-16% -$22.4K 0.05% 270
2019
Q1 		$152K Sell
2,025
-450
-18% -$32.6K 0.08% 204
2018
Q4 		$139K Sell
2,475
-525
-18% -$37.1K 0.09% 164
2018
Q3 		$297K Buy
+3,000
New +$231K 0.18% 87
2018
Q2 		– Sell
-750
Closed -$36K – 932
2018
Q1 		$36K Hold
750
– – 0.03% 371
2017
Q4 		$31K Buy
+750
New +$27.5K 0.02% 379

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
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 $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

Patriot Financial Group Insurance Agency's XYZ Position: Q4 2024 in Review

Patriot Financial Group Insurance Agency sold out of Block Inc (XYZ) in Q4 2024, closing a stake of 3,769 shares — an estimated $253K sold.

Patriot Financial Group Insurance Agency first reported a position in XYZ in Q4 2017 and held it in 20 quarters. The position peaked at $1.19M in Q3 2021. 1,138 funds tracked by Wall St. Rank hold XYZ as of Q4 2024.

  • Patriot Financial Group Insurance Agency reported no remaining Block Inc position as of Q4 2024 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 3,769 Block Inc shares in Q4 2024, an estimated $253K.
  • Patriot Financial Group Insurance Agency first reported a position in Block Inc in Q4 2017 and held it in 20 quarters.
  • Patriot Financial Group Insurance Agency's Block Inc position peaked at $1.19M in Q3 2021.
  • 1,138 funds tracked by Wall St. Rank held Block Inc as of Q4 2024.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2024, filed 22 Jan 2025.