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
2021 Q2	–	Sell	-300	Closed	-$68K	–	1444
2021 Q1	$68K	Buy	+300	New	+$70.2K	0.01%	294

Other funds holding XYZ

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 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.