PWM
XYZ

Prosperity Wealth Management’s Block Inc XYZ Stock Holding History

Prosperity Wealth Management’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
2023
Q1 		– Sell
-5,200
Closed -$327K – 170
2022
Q4 		$327K Buy
+5,200
New +$321K 0.31% 72

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

Prosperity Wealth Management's XYZ Position: Q1 2025 in Review

Prosperity Wealth Management sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 4,495 shares — an estimated $382K sold.

Prosperity Wealth Management first reported a position in XYZ in Q4 2022 and held it in 6 quarters. The position peaked at $549K in Q2 2024. 1,009 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

  • Prosperity Wealth Management reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
  • Prosperity Wealth Management sold 4,495 Block Inc shares in Q1 2025, an estimated $382K.
  • Prosperity Wealth Management first reported a position in Block Inc in Q4 2022 and held it in 6 quarters.
  • Prosperity Wealth Management's Block Inc position peaked at $549K in Q2 2024.
  • 1,009 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on Prosperity Wealth Management's 13F filing for Q1 2025, filed 18 Apr 2025.