RG
XYZ

Retirement Group’s Block Inc XYZ Stock Holding History

Retirement Group’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
Q1 		$677 Hold
8
– – ﹤0.01% 745
2023
Q4 		$619 Hold
8
– – ﹤0.01% 733
2023
Q3 		$354 Sell
8
-16
-67% -$991 ﹤0.01% 705
2023
Q2 		$1.6K Sell
24
-4
-14% -$250 ﹤0.01% 637
2023
Q1 		$2K Buy
28
+16
+133% +$1.2K ﹤0.01% 614
2022
Q4 		$1K Buy
+12
New +$740 ﹤0.01% 618
2022
Q3 		– Sell
-32
Closed -$2K – 826
2022
Q2 		$2K Sell
32
-84
-72% -$7.67K ﹤0.01% 653
2022
Q1 		$16K Buy
116
+12
+12% +$1.45K 0.01% 381
2021
Q4 		$17K Buy
104
+4
+4% +$867 0.01% 366
2021
Q3 		$24K Hold
100
– – 0.01% 290
2021
Q2 		$24K Sell
100
-20
-17% -$4.64K 0.01% 307
2021
Q1 		$27K Hold
120
– – 0.01% 342
2020
Q4 		$29K Buy
+120
New +$23.4K 0.01% 321

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Retirement Group's XYZ Position: Q1 2024 in Review

Retirement Group held its Block Inc (XYZ) position steady in Q1 2024 at 8 shares worth $677. The position accounts for ﹤0.01% of the portfolio, ranked #745.

Retirement Group first reported a position in XYZ in Q4 2020 and has held it in 13 quarters since. The position peaked at $29K in Q4 2020. 1,070 funds tracked by Wall St. Rank hold XYZ as of Q1 2024.

  • Retirement Group held 8 shares of Block Inc worth $677 as of Q1 2024.
  • Retirement Group left its Block Inc share count unchanged in Q1 2024.
  • Block Inc made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #745 holding.
  • Retirement Group first reported a position in Block Inc in Q4 2020 and has held it in 13 quarters since.
  • Retirement Group's Block Inc position peaked at $29K in Q4 2020.
  • 1,070 funds tracked by Wall St. Rank held Block Inc as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.