The Family Firm’s Block Inc XYZ Stock Holding History

The Family Firm’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	–	Sell	-171	Closed	-$11K	–	880
2024 Q2	$11K	Buy	+171	New	+$12K	﹤0.01%	663

Other funds holding XYZ

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

The Family Firm's XYZ Position: Q3 2024 in Review

The Family Firm sold out of Block Inc (XYZ) in Q3 2024, closing a stake of 171 shares — an estimated $11K sold.

The Family Firm first reported a position in XYZ in Q2 2024 and held it in 1 quarter. The position peaked at $11K in Q2 2024. 987 funds tracked by Wall St. Rank hold XYZ as of Q3 2024.

The Family Firm reported no remaining Block Inc position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 171 Block Inc shares in Q3 2024, an estimated $11K.
The Family Firm first reported a position in Block Inc in Q2 2024 and held it in 1 quarter.
The Family Firm's Block Inc position peaked at $11K in Q2 2024.
987 funds tracked by Wall St. Rank held Block Inc as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.