VF
XYZ

VitalStone Financial’s Block Inc XYZ Stock Holding History

VitalStone Financial’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 		$940 Hold
14
– – ﹤0.01% 427
2024
Q2 		$903 Sell
14
-6
-30% -$420 ﹤0.01% 425
2024
Q1 		$2K Sell
20
-85
-81% -$6.15K ﹤0.01% 415
2023
Q4 		$8K Hold
105
– – 0.01% 295
2023
Q3 		$5K Sell
105
-30
-22% -$1.86K ﹤0.01% 313
2023
Q2 		$8K Sell
135
-132
-49% -$8.25K ﹤0.01% 697
2023
Q1 		$41K Buy
267
+137
+105% +$10.3K 0.03% 115
2022
Q4 		$8K Buy
+130
New +$8.02K 0.01% 380

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

VitalStone Financial's XYZ Position: Q3 2024 in Review

VitalStone Financial held its Block Inc (XYZ) position steady in Q3 2024 at 14 shares worth $940. The position accounts for ﹤0.01% of the portfolio, ranked #427.

VitalStone Financial first reported a position in XYZ in Q4 2022 and has held it in 8 quarters since. The position peaked at $41K in Q1 2023. 987 funds tracked by Wall St. Rank hold XYZ as of Q3 2024.

  • VitalStone Financial held 14 shares of Block Inc worth $940 as of Q3 2024.
  • VitalStone Financial left its Block Inc share count unchanged in Q3 2024.
  • Block Inc made up ﹤0.01% of VitalStone Financial's portfolio in Q3 2024, its #427 holding.
  • VitalStone Financial first reported a position in Block Inc in Q4 2022 and has held it in 8 quarters since.
  • VitalStone Financial's Block Inc position peaked at $41K in Q1 2023.
  • 987 funds tracked by Wall St. Rank held Block Inc as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.