SFG
XYZ

Synergy Financial Group’s Block Inc XYZ Stock Holding History

Synergy Financial Group’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
Q2 		– Sell
-5,795
Closed -$490K – 89
2024
Q1 		$490K Sell
5,795
-41
-0.7% -$2.96K 0.55% 44
2023
Q4 		$451K Sell
5,836
-171
-3% -$9.67K 0.55% 44
2023
Q3 		$266K Sell
6,007
-96
-2% -$5.95K 0.37% 61
2023
Q2 		$406K Buy
6,103
+25
+0.4% +$1.56K 0.55% 43
2023
Q1 		$417K Sell
6,078
-1,256
-17% -$94K 0.68% 37
2022
Q4 		$461K Sell
7,334
-2,421
-25% -$149K 0.91% 27
2022
Q3 		$536K Sell
9,755
-129
-1% -$9.13K 0.8% 37
2022
Q2 		$607K Sell
9,884
-668
-6% -$61K 0.95% 30
2022
Q1 		$1.43M Buy
10,552
+1,820
+21% +$220K 1.5% 17
2021
Q4 		$1.41M Buy
+8,732
New +$1.89M 1.27% 21

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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Synergy Financial Group's XYZ Position: Q2 2024 in Review

Synergy Financial Group sold out of Block Inc (XYZ) in Q2 2024, closing a stake of 5,795 shares — an estimated $490K sold.

Synergy Financial Group first reported a position in XYZ in Q4 2021 and held it in 10 quarters. The position peaked at $1.43M in Q1 2022. 998 funds tracked by Wall St. Rank hold XYZ as of Q2 2024.

  • Synergy Financial Group reported no remaining Block Inc position as of Q2 2024 after selling out during the quarter.
  • Synergy Financial Group sold 5,795 Block Inc shares in Q2 2024, an estimated $490K.
  • Synergy Financial Group first reported a position in Block Inc in Q4 2021 and held it in 10 quarters.
  • Synergy Financial Group's Block Inc position peaked at $1.43M in Q1 2022.
  • 998 funds tracked by Wall St. Rank held Block Inc as of Q2 2024.

Based on Synergy Financial Group's 13F filing for Q2 2024, filed 13 Aug 2024.