PG
XYZ

Proffitt & Goodson’s Block Inc XYZ Stock Holding History

Proffitt & Goodson’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
-9
Closed -$605 – 321
2024
Q3 		$605 Buy
9
+8
+800% +$517 ﹤0.01% 302
2024
Q2 		$65 Buy
+1
New +$70 ﹤0.01% 275
2023
Q1 		– Sell
-2,860
Closed -$180K – 241
2022
Q4 		$180K Buy
2,860
+31
+1% +$1.91K 0.04% 111
2022
Q3 		$156K Buy
2,829
+166
+6% +$11.8K 0.03% 115
2022
Q2 		$164K Buy
2,663
+365
+16% +$33.4K 0.03% 114
2022
Q1 		$312K Buy
+2,298
New +$278K 0.06% 101

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

Proffitt & Goodson's XYZ Position: Q4 2024 in Review

Proffitt & Goodson sold out of Block Inc (XYZ) in Q4 2024, closing a stake of 9 shares — an estimated $605 sold.

Proffitt & Goodson first reported a position in XYZ in Q1 2022 and held it in 6 quarters. The position peaked at $312K in Q1 2022. 1,137 funds tracked by Wall St. Rank hold XYZ as of Q4 2024.

  • Proffitt & Goodson reported no remaining Block Inc position as of Q4 2024 after selling out during the quarter.
  • Proffitt & Goodson sold 9 Block Inc shares in Q4 2024, an estimated $605.
  • Proffitt & Goodson first reported a position in Block Inc in Q1 2022 and held it in 6 quarters.
  • Proffitt & Goodson's Block Inc position peaked at $312K in Q1 2022.
  • 1,137 funds tracked by Wall St. Rank held Block Inc as of Q4 2024.

Based on Proffitt & Goodson's 13F filing for Q4 2024, filed 5 Feb 2025.