PWMA
XYZ

Pension & Wealth Management Advisors’s Block Inc XYZ Stock Holding History

Pension & Wealth Management 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
Q3 		– Sell
-2,380
Closed -$154K – 415
2024
Q2 		$154K Buy
2,380
+25
+1% +$1.75K 0.09% 112
2024
Q1 		$199K Buy
+2,355
New +$170K 0.13% 89

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 $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pension & Wealth Management Advisors's XYZ Position: Q3 2024 in Review

Pension & Wealth Management Advisors sold out of Block Inc (XYZ) in Q3 2024, closing a stake of 2,380 shares — an estimated $154K sold.

Pension & Wealth Management Advisors first reported a position in XYZ in Q1 2024 and held it in 2 quarters. The position peaked at $199K in Q1 2024. 987 funds tracked by Wall St. Rank hold XYZ as of Q3 2024.

  • Pension & Wealth Management Advisors reported no remaining Block Inc position as of Q3 2024 after selling out during the quarter.
  • Pension & Wealth Management Advisors sold 2,380 Block Inc shares in Q3 2024, an estimated $154K.
  • Pension & Wealth Management Advisors first reported a position in Block Inc in Q1 2024 and held it in 2 quarters.
  • Pension & Wealth Management Advisors's Block Inc position peaked at $199K in Q1 2024.
  • 987 funds tracked by Wall St. Rank held Block Inc as of Q3 2024.

Based on Pension & Wealth Management Advisors's 13F filing for Q3 2024, filed 7 Aug 2026.