WA
XYZ

Wealth Alliance’s Block Inc XYZ Stock Holding History

Wealth Alliance’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
-2,512
Closed -$213K – 551
2024
Q4 		$213K Buy
+2,512
New +$206K 0.03% 465
2024
Q2 		– Sell
-2,712
Closed -$229K – 549
2024
Q1 		$229K Buy
+2,712
New +$196K 0.03% 461
2023
Q3 		– Sell
-3,026
Closed -$201K – 534
2023
Q2 		$201K Sell
3,026
-93
-3% -$5.81K 0.03% 480
2023
Q1 		$214K Buy
+3,119
New +$233K 0.03% 464
2022
Q3 		– Sell
-3,745
Closed -$230K – 485
2022
Q2 		$230K Buy
3,745
+378
+11% +$34.5K 0.04% 392
2022
Q1 		$456K Sell
3,367
-28
-0.8% -$3.39K 0.09% 236
2021
Q4 		$548K Sell
3,395
-182
-5% -$39.4K 0.11% 206
2021
Q3 		$858K Buy
3,577
+33
+0.9% +$8.48K 0.19% 118
2021
Q2 		$864K Sell
3,544
-20
-0.6% -$4.64K 0.2% 118
2021
Q1 		$809K Buy
3,564
+92
+3% +$21.5K 0.23% 115
2020
Q4 		$756K Buy
3,472
+28
+0.8% +$5.46K 0.22% 120
2020
Q3 		$560K Sell
3,444
-810
-19% -$114K 0.2% 129
2020
Q2 		$446K Buy
+4,254
New +$326K 0.18% 145

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

Wealth Alliance's XYZ Position: Q1 2025 in Review

Wealth Alliance sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 2,512 shares — an estimated $213K sold.

Wealth Alliance first reported a position in XYZ in Q2 2020 and held it in 13 quarters. The position peaked at $864K in Q2 2021. 1,009 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

  • Wealth Alliance reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
  • Wealth Alliance sold 2,512 Block Inc shares in Q1 2025, an estimated $213K.
  • Wealth Alliance first reported a position in Block Inc in Q2 2020 and held it in 13 quarters.
  • Wealth Alliance's Block Inc position peaked at $864K in Q2 2021.
  • 1,009 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on Wealth Alliance's 13F filing for Q1 2025, filed 5 May 2025.