Valued Wealth Advisors’s Block Inc XYZ Stock Holding History

Valued Wealth Advisors’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	–	Sell	-11	Closed	-$739	–	681
2024 Q3	$739	Buy	+11	New	+$711	﹤0.01%	496

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Valued Wealth Advisors's XYZ Position: Q4 2024 in Review

Valued Wealth Advisors sold out of Block Inc (XYZ) in Q4 2024, closing a stake of 11 shares — an estimated $739 sold.

Valued Wealth Advisors first reported a position in XYZ in Q3 2024 and held it in 1 quarter. The position peaked at $739 in Q3 2024. 1,137 funds tracked by Wall St. Rank hold XYZ as of Q4 2024.

Valued Wealth Advisors reported no remaining Block Inc position as of Q4 2024 after selling out during the quarter.
Valued Wealth Advisors sold 11 Block Inc shares in Q4 2024, an estimated $739.
Valued Wealth Advisors first reported a position in Block Inc in Q3 2024 and held it in 1 quarter.
Valued Wealth Advisors's Block Inc position peaked at $739 in Q3 2024.
1,137 funds tracked by Wall St. Rank held Block Inc as of Q4 2024.

Based on Valued Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.