SB
XYZ

Strategic Blueprint’s Block Inc XYZ Stock Holding History

Strategic Blueprint’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
2025
Q1 		– Sell
-3,197
Closed -$272K – 731
2024
Q4 		$272K Buy
3,197
+149
+5% +$12.2K 0.02% 548
2024
Q3 		$205K Buy
+3,048
New +$197K 0.01% 619
2024
Q2 		– Sell
-4,110
Closed -$348K – 659
2024
Q1 		$348K Buy
4,110
+266
+7% +$19.2K 0.02% 458
2023
Q4 		$297K Buy
+3,844
New +$217K 0.02% 457
2023
Q3 		– Sell
-4,877
Closed -$325K – 577
2023
Q2 		$325K Sell
4,877
-172
-3% -$10.7K 0.03% 402
2023
Q1 		$347K Buy
5,049
+275
+6% +$20.6K 0.04% 364
2022
Q4 		$300K Buy
4,774
+200
+4% +$12.3K 0.03% 397
2022
Q3 		$252K Sell
4,574
-269
-6% -$19K 0.03% 418
2022
Q2 		$298K Buy
4,843
+959
+25% +$87.6K 0.04% 373
2022
Q1 		$527K Sell
3,884
-7,759
-67% -$939K 0.06% 274
2021
Q4 		$1.88M Sell
11,643
-2,627
-18% -$569K 0.24% 92
2021
Q3 		$3.42M Buy
14,270
+150
+1% +$38.5K 0.53% 42
2021
Q2 		$3.44M Buy
14,120
+1,682
+14% +$390K 0.54% 40
2021
Q1 		$2.82M Buy
12,438
+10,350
+496% +$2.42M 0.6% 41
2020
Q4 		$454K Buy
2,088
+12
+0.6% +$2.34K 0.11% 154
2020
Q3 		$337K Buy
2,076
+126
+6% +$17.8K 0.1% 160
2020
Q2 		$205K Buy
+1,950
New +$149K 0.07% 165
2019
Q4 		– Sell
-50
Closed -$3K – 443
2019
Q3 		$3K Buy
+50
New +$3.4K ﹤0.01% 384

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Strategic Blueprint's XYZ Position: Q1 2025 in Review

Strategic Blueprint sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 3,197 shares — an estimated $272K sold.

Strategic Blueprint first reported a position in XYZ in Q3 2019 and held it in 18 quarters. The position peaked at $3.44M in Q2 2021. 1,013 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

  • Strategic Blueprint reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
  • Strategic Blueprint sold 3,197 Block Inc shares in Q1 2025, an estimated $272K.
  • Strategic Blueprint first reported a position in Block Inc in Q3 2019 and held it in 18 quarters.
  • Strategic Blueprint's Block Inc position peaked at $3.44M in Q2 2021.
  • 1,013 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on Strategic Blueprint's 13F filing for Q1 2025, filed 29 Apr 2025.