SWM
XYZ

Sugarloaf Wealth Management’s Block Inc XYZ Stock Holding History

Sugarloaf Wealth Management’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
Q4 		$3.65K Buy
+43
New +$3.53K ﹤0.01% 593
2023
Q2 		– Sell
-2
Closed -$137 – 719
2023
Q1 		$137 Hold
2
– – ﹤0.01% 684
2022
Q4 		$126 Buy
+2
New +$123 ﹤0.01% 764
2022
Q3 		– Sell
-8
Closed -$566 – 890
2022
Q2 		$0 Buy
+8
New +$731 ﹤0.01% 845
2022
Q1 		– Sell
-8
Closed -$1K – 772
2021
Q4 		$1K Hold
8
– – ﹤0.01% 734
2021
Q3 		$2K Hold
8
– – ﹤0.01% 702
2021
Q2 		$2K Hold
8
– – ﹤0.01% 695
2021
Q1 		$2 Hold
8
– – ﹤0.01% 692
2020
Q4 		$2K Buy
+8
New +$1.56K ﹤0.01% 659

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sugarloaf Wealth Management's XYZ Position: Q4 2024 in Review

Sugarloaf Wealth Management opened a new position in Block Inc (XYZ) in Q4 2024: 43 shares worth $3.65K. The stake represents ﹤0.01% of the portfolio and ranks #593 among its holdings. This is a return to the name: Sugarloaf Wealth Management previously reported a position in XYZ as recently as Q1 2023.

Sugarloaf Wealth Management first reported a position in XYZ in Q4 2020 and has held it in 9 quarters since. 1,137 funds tracked by Wall St. Rank hold XYZ as of Q4 2024.

  • Sugarloaf Wealth Management held 43 shares of Block Inc worth $3.65K as of Q4 2024.
  • Block Inc was a new Sugarloaf Wealth Management position in Q4 2024.
  • Block Inc made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #593 holding.
  • Sugarloaf Wealth Management first reported a position in Block Inc in Q4 2020 and has held it in 9 quarters since.
  • 1,137 funds tracked by Wall St. Rank held Block Inc as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.