TWPM
XYZ

Total Wealth Planning & Management’s Block Inc XYZ Stock Holding History

Total Wealth Planning & 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
2025
Q1 		– Sell
-3,672
Closed -$312K – 232
2024
Q4 		$312K Buy
+3,672
New +$301K 0.28% 125

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Total Wealth Planning & Management's XYZ Position: Q1 2025 in Review

Total Wealth Planning & Management sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 3,672 shares — an estimated $312K sold.

Total Wealth Planning & Management first reported a position in XYZ in Q4 2024 and held it in 1 quarter. The position peaked at $312K in Q4 2024. 1,009 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

  • Total Wealth Planning & Management reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
  • Total Wealth Planning & Management sold 3,672 Block Inc shares in Q1 2025, an estimated $312K.
  • Total Wealth Planning & Management first reported a position in Block Inc in Q4 2024 and held it in 1 quarter.
  • Total Wealth Planning & Management's Block Inc position peaked at $312K in Q4 2024.
  • 1,009 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on Total Wealth Planning & Management's 13F filing for Q1 2025, filed 24 Apr 2025.