Simplicity Wealth’s Block Inc XYZ Stock Holding History

Simplicity Wealth’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	-6,482	Closed	-$418K	–	1255
2024 Q2	$418K	Sell	6,482 -135	-2%	-$9.44K	0.01%	829
2024 Q1	$560K	Buy	+6,617	New	+$479K	0.01%	689

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Simplicity Wealth's XYZ Position: Q3 2024 in Review

Simplicity Wealth sold out of Block Inc (XYZ) in Q3 2024, closing a stake of 6,482 shares — an estimated $418K sold.

Simplicity Wealth first reported a position in XYZ in Q1 2024 and held it in 2 quarters. The position peaked at $560K in Q1 2024. 986 funds tracked by Wall St. Rank hold XYZ as of Q3 2024.

Simplicity Wealth reported no remaining Block Inc position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 6,482 Block Inc shares in Q3 2024, an estimated $418K.
Simplicity Wealth first reported a position in Block Inc in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's Block Inc position peaked at $560K in Q1 2024.
986 funds tracked by Wall St. Rank held Block Inc as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.