SBIA
XYZ

Sheaff Brock Investment Advisors’s Block Inc XYZ Stock Holding History

Sheaff Brock 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
Q2 		– Sell
-3,407
Closed -$288K – 524
2024
Q1 		$288K Sell
3,407
-125
-4% -$9.04K 0.02% 361
2023
Q4 		$273K Buy
+3,532
New +$200K 0.02% 362
2023
Q3 		– Sell
-3,068
Closed -$204K – 495
2023
Q2 		$204K Hold
3,068
– – 0.02% 421
2023
Q1 		$211K Buy
+3,068
New +$230K 0.02% 421
2022
Q3 		– Sell
-3,432
Closed -$211K – 525
2022
Q2 		$211K Hold
3,432
– – 0.02% 406
2022
Q1 		$465K Sell
3,432
-110
-3% -$13.3K 0.03% 291
2021
Q4 		$572K Buy
3,542
+58
+2% +$12.6K 0.04% 254
2021
Q3 		$836K Sell
3,484
-693
-17% -$178K 0.06% 195
2021
Q2 		$1.02M Buy
4,177
+966
+30% +$224K 0.07% 172
2021
Q1 		$729K Sell
3,211
-7,983
-71% -$1.87M 0.06% 197
2020
Q4 		$2.44M Buy
11,194
+590
+6% +$115K 0.2% 76
2020
Q3 		$1.72M Buy
10,604
+363
+4% +$51.3K 0.16% 89
2020
Q2 		$1.07M Sell
10,241
-506
-5% -$38.7K 0.11% 117
2020
Q1 		$563K Sell
10,747
-4,051
-27% -$277K 0.07% 171
2019
Q4 		$926K Buy
14,798
+1,732
+13% +$111K 0.09% 156
2019
Q3 		$809K Buy
13,066
+225
+2% +$15.3K 0.09% 164
2019
Q2 		$931K Buy
12,841
+2,860
+29% +$200K 0.1% 146
2019
Q1 		$748K Buy
9,981
+900
+10% +$65.2K 0.09% 190
2018
Q4 		$509K Buy
9,081
+4,101
+82% +$290K 0.08% 224
2018
Q3 		$493K Sell
4,980
-361
-7% -$27.8K 0.05% 269
2018
Q2 		$329K Buy
5,341
+861
+19% +$47.4K 0.03% 342
2018
Q1 		$220K Buy
+4,480
New +$206K 0.02% 445
2016
Q3 		– Sell
-41,300
Closed -$374K – 599
2016
Q2 		$374K Buy
+41,300
New +$467K 0.05% 330

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sheaff Brock Investment Advisors's XYZ Position: Q2 2024 in Review

Sheaff Brock Investment Advisors sold out of Block Inc (XYZ) in Q2 2024, closing a stake of 3,407 shares — an estimated $288K sold.

Sheaff Brock Investment Advisors first reported a position in XYZ in Q2 2016 and held it in 23 quarters. The position peaked at $2.44M in Q4 2020. 998 funds tracked by Wall St. Rank hold XYZ as of Q2 2024.

  • Sheaff Brock Investment Advisors reported no remaining Block Inc position as of Q2 2024 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 3,407 Block Inc shares in Q2 2024, an estimated $288K.
  • Sheaff Brock Investment Advisors first reported a position in Block Inc in Q2 2016 and held it in 23 quarters.
  • Sheaff Brock Investment Advisors's Block Inc position peaked at $2.44M in Q4 2020.
  • 998 funds tracked by Wall St. Rank held Block Inc as of Q2 2024.

Based on Sheaff Brock Investment Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.