RIA
XYZ

Regal Investment Advisors’s Block Inc XYZ Stock Holding History

Regal Investment 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
-6,474
Closed -$418K – 589
2024
Q2 		$418K Sell
6,474
-1,558
-19% -$109K 0.03% 387
2024
Q1 		$679K Buy
8,032
+144
+2% +$10.4K 0.05% 301
2023
Q4 		$610K Sell
7,888
-73
-0.9% -$4.13K 0.05% 290
2023
Q3 		$352K Sell
7,961
-1,408
-15% -$87.2K 0.03% 359
2023
Q2 		$624K Buy
9,369
+461
+5% +$28.8K 0.05% 262
2023
Q1 		$612K Sell
8,908
-1,232
-12% -$92.2K 0.05% 255
2022
Q4 		$637K Sell
10,140
-1,508
-13% -$93K 0.06% 238
2022
Q3 		$641K Buy
11,648
+185
+2% +$13.1K 0.07% 228
2022
Q2 		$705K Sell
11,463
-486
-4% -$44.4K 0.07% 234
2022
Q1 		$1.62M Buy
11,949
+252
+2% +$30.5K 0.15% 141
2021
Q4 		$1.89M Buy
11,697
+962
+9% +$208K 0.17% 131
2021
Q3 		$2.58M Sell
10,735
-33
-0.3% -$8.48K 0.25% 101
2021
Q2 		$2.63M Buy
+10,768
New +$2.5M 0.26% 92
2021
Q1 		– Sell
-11,414
Closed -$2.48M – 458
2020
Q4 		$2.48M Buy
+11,414
New +$2.23M 0.28% 93
2020
Q3 		– Sell
-14,859
Closed -$1.56M – 319
2020
Q2 		$1.56M Buy
+14,859
New +$1.14M 0.29% 90
2020
Q1 		– Sell
-4,069
Closed -$255K – 325
2019
Q4 		$255K Sell
4,069
-124
-3% -$7.92K 0.05% 289
2019
Q3 		$260K Sell
4,193
-1,606
-28% -$109K 0.05% 266
2019
Q2 		$421K Buy
5,799
+214
+4% +$15K 0.08% 210
2019
Q1 		$418K Buy
+5,585
New +$405K 0.09% 201

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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Regal Investment Advisors's XYZ Position: Q3 2024 in Review

Regal Investment Advisors sold out of Block Inc (XYZ) in Q3 2024, closing a stake of 6,474 shares — an estimated $418K sold.

Regal Investment Advisors first reported a position in XYZ in Q1 2019 and held it in 19 quarters. The position peaked at $2.63M in Q2 2021. 986 funds tracked by Wall St. Rank hold XYZ as of Q3 2024.

  • Regal Investment Advisors reported no remaining Block Inc position as of Q3 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 6,474 Block Inc shares in Q3 2024, an estimated $418K.
  • Regal Investment Advisors first reported a position in Block Inc in Q1 2019 and held it in 19 quarters.
  • Regal Investment Advisors's Block Inc position peaked at $2.63M in Q2 2021.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q3 2024.

Based on Regal Investment Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.