PPP
XYZ

Private Portfolio Partners’s Block Inc XYZ Stock Holding History

Private Portfolio Partners’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 		$379K Sell
4,456
-1,377
-24% -$113K 0.07% 204
2024
Q3 		$392K Buy
+5,833
New +$377K 0.07% 190
2024
Q2 		– Sell
-5,826
Closed -$493K – 283
2024
Q1 		$493K Hold
5,826
– – 0.1% 157
2023
Q4 		$451K Hold
5,826
– – 0.1% 158
2023
Q3 		$258K Sell
5,826
-143
-2% -$8.86K 0.07% 218
2023
Q2 		$397K Buy
5,969
+2,350
+65% +$147K 0.1% 166
2023
Q1 		$248K Sell
3,619
-940
-21% -$70.4K 0.07% 208
2022
Q4 		$286K Sell
4,559
-825
-15% -$50.9K 0.08% 205
2022
Q3 		$296K Hold
5,384
– – 0.08% 192
2022
Q2 		$331K Sell
5,384
-5
-0.1% -$457 0.09% 181
2022
Q1 		$731K Sell
5,389
-264
-5% -$32K 0.18% 108
2021
Q4 		$913K Buy
5,653
+692
+14% +$150K 0.23% 93
2021
Q3 		$1.19M Sell
4,961
-35
-0.7% -$8.99K 0.34% 67
2021
Q2 		$1.22M Sell
4,996
-39
-0.8% -$9.05K 0.35% 65
2021
Q1 		$1.14M Sell
5,035
-1,520
-23% -$356K 0.37% 62
2020
Q4 		$1.43M Sell
6,555
-7
-0.1% -$1.36K 0.5% 47
2020
Q3 		$1.07M Sell
6,562
-1,075
-14% -$152K 0.43% 53
2020
Q2 		$801K Sell
7,637
-184
-2% -$14.1K 0.37% 66
2020
Q1 		$409K Sell
7,821
-222
-3% -$15.2K 0.22% 111
2019
Q4 		$503K Buy
8,043
+435
+6% +$27.8K 0.22% 105
2019
Q3 		$471K Buy
7,608
+2,133
+39% +$145K 0.22% 109
2019
Q2 		$397K Buy
5,475
+1,098
+25% +$76.7K 0.17% 144
2019
Q1 		$328K Buy
4,377
+202
+5% +$14.6K 0.17% 135
2018
Q4 		$234K Buy
+4,175
New +$295K 0.14% 151

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

Private Portfolio Partners's XYZ Position: Q4 2024 in Review

Private Portfolio Partners reduced its Block Inc (XYZ) stake by 24% in Q4 2024, selling an estimated $113K and leaving 4,456 shares worth $379K. The position accounts for 0.07% of the portfolio, ranked #204.

Private Portfolio Partners first reported a position in XYZ in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.43M in Q4 2020. 1,137 funds tracked by Wall St. Rank hold XYZ as of Q4 2024.

  • Private Portfolio Partners held 4,456 shares of Block Inc worth $379K as of Q4 2024.
  • Private Portfolio Partners sold 1,377 Block Inc shares in Q4 2024, an estimated $113K.
  • Block Inc made up 0.07% of Private Portfolio Partners's portfolio in Q4 2024, its #204 holding.
  • Private Portfolio Partners first reported a position in Block Inc in Q4 2018 and has held it in 24 quarters since.
  • Private Portfolio Partners's Block Inc position peaked at $1.43M in Q4 2020.
  • 1,137 funds tracked by Wall St. Rank held Block Inc as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.