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Sweet Financial Partners’s Block Inc XYZ Stock Holding History

Sweet Financial Partners’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 		$377K Hold
5,611
– – 0.08% 145
2024
Q2 		$362K Hold
5,611
– – 0.08% 143
2024
Q1 		$475K Hold
5,611
– – 0.11% 127
2023
Q4 		$434K Buy
5,611
+385
+7% +$21.8K 0.1% 130
2023
Q3 		$231K Buy
+5,226
New +$324K 0.06% 161

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Sweet Financial Partners's XYZ Position: Q3 2024 in Review

Sweet Financial Partners held its Block Inc (XYZ) position steady in Q3 2024 at 5,611 shares worth $377K. The position accounts for 0.08% of the portfolio, ranked #145.

Sweet Financial Partners first reported a position in XYZ in Q3 2023 and has held it in 5 quarters since. The position peaked at $475K in Q1 2024. 989 funds tracked by Wall St. Rank hold XYZ as of Q3 2024.

  • Sweet Financial Partners held 5,611 shares of Block Inc worth $377K as of Q3 2024.
  • Sweet Financial Partners left its Block Inc share count unchanged in Q3 2024.
  • Block Inc made up 0.08% of Sweet Financial Partners's portfolio in Q3 2024, its #145 holding.
  • Sweet Financial Partners first reported a position in Block Inc in Q3 2023 and has held it in 5 quarters since.
  • Sweet Financial Partners's Block Inc position peaked at $475K in Q1 2024.
  • 989 funds tracked by Wall St. Rank held Block Inc as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.