PCS
XYZ

Personal CFO Solutions’s Block Inc XYZ Stock Holding History

Personal CFO Solutions’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
2025
Q1 		– Sell
-2,550
Closed -$217K – 500
2024
Q4 		$217K Sell
2,550
-691
-21% -$56.7K 0.04% 422
2024
Q3 		$218K Sell
3,241
-20
-0.6% -$1.29K 0.03% 516
2024
Q2 		$210K Buy
3,261
+22
+0.7% +$1.54K 0.03% 493
2024
Q1 		$274K Sell
3,239
-179
-5% -$12.9K 0.04% 423
2023
Q4 		$264K Buy
+3,418
New +$193K 0.05% 408
2023
Q3 		– Sell
-3,688
Closed -$246K – 504
2023
Q2 		$246K Buy
3,688
+64
+2% +$4K 0.05% 386
2023
Q1 		$249K Sell
3,624
-56
-2% -$4.19K 0.05% 368
2022
Q4 		$231K Sell
3,680
-501
-12% -$30.9K 0.05% 380
2022
Q3 		$230K Sell
4,181
-72
-2% -$5.1K 0.06% 324
2022
Q2 		$261K Buy
4,253
+105
+3% +$9.59K 0.06% 303
2022
Q1 		$562K Buy
4,148
+392
+10% +$47.5K 0.11% 173
2021
Q4 		$607K Sell
3,756
-465
-11% -$101K 0.11% 172
2021
Q3 		$1.01M Buy
4,221
+109
+3% +$28K 0.21% 103
2021
Q2 		$1M Sell
4,112
-1
-0% -$232 0.21% 98
2021
Q1 		$934K Sell
4,113
-1,077
-21% -$252K 0.2% 99
2020
Q4 		$1.13M Sell
5,190
-2
-0% -$390 0.28% 82
2020
Q3 		$1K Sell
5,192
-25
-0.5% -$3.53K 0.33% 134
2020
Q2 		$547K Buy
+5,217
New +$399K 0.16% 121

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Personal CFO Solutions's XYZ Position: Q1 2025 in Review

Personal CFO Solutions sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 2,550 shares — an estimated $217K sold.

Personal CFO Solutions first reported a position in XYZ in Q2 2020 and held it in 18 quarters. The position peaked at $1.13M in Q4 2020. 1,009 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

  • Personal CFO Solutions reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
  • Personal CFO Solutions sold 2,550 Block Inc shares in Q1 2025, an estimated $217K.
  • Personal CFO Solutions first reported a position in Block Inc in Q2 2020 and held it in 18 quarters.
  • Personal CFO Solutions's Block Inc position peaked at $1.13M in Q4 2020.
  • 1,009 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on Personal CFO Solutions's 13F filing for Q1 2025, filed 30 Apr 2025.