RFA
XYZ

Register Financial Advisors’s Block Inc XYZ Stock Holding History

Register Financial 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
-285
Closed -$18.4K – 723
2024
Q2 		$18.4K Hold
285
– – 0.01% 465
2024
Q1 		$24.1K Buy
+285
New +$20.6K 0.01% 430
2023
Q4 		– Sell
-515
Closed -$22.8K – 632
2023
Q3 		$22.8K Hold
515
– – 0.02% 328
2023
Q2 		$34.3K Hold
515
– – 0.02% 286
2023
Q1 		$35.4K Hold
515
– – 0.03% 276
2022
Q4 		$32.4K Buy
+515
New +$31.8K 0.02% 449

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

Register Financial Advisors's XYZ Position: Q3 2024 in Review

Register Financial Advisors sold out of Block Inc (XYZ) in Q3 2024, closing a stake of 285 shares — an estimated $18.4K sold.

Register Financial Advisors first reported a position in XYZ in Q4 2022 and held it in 6 quarters. The position peaked at $35.4K in Q1 2023. 986 funds tracked by Wall St. Rank hold XYZ as of Q3 2024.

  • Register Financial Advisors reported no remaining Block Inc position as of Q3 2024 after selling out during the quarter.
  • Register Financial Advisors sold 285 Block Inc shares in Q3 2024, an estimated $18.4K.
  • Register Financial Advisors first reported a position in Block Inc in Q4 2022 and held it in 6 quarters.
  • Register Financial Advisors's Block Inc position peaked at $35.4K in Q1 2023.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q3 2024.

Based on Register Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.