WMP
XYZ

Wealth Management Partners’s Block Inc XYZ Stock Holding History

Wealth Management Partners’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
-3,544
Closed -$229K – 121
2024
Q2 		$229K Sell
3,544
-277
-7% -$19.4K 0.11% 98
2024
Q1 		$323K Buy
3,821
+246
+7% +$17.8K 0.16% 90
2023
Q4 		$277K Buy
+3,575
New +$202K 0.15% 94
2022
Q2 		– Sell
-2,000
Closed -$326K – 121
2022
Q1 		$326K Hold
2,000
– – 0.23% 82
2021
Q4 		$354K Buy
2,000
+524
+36% +$114K 0.24% 80
2021
Q3 		$354K Buy
1,476
+81
+6% +$20.8K 0.26% 79
2021
Q2 		$340K Buy
1,395
+190
+16% +$44.1K 0.24% 85
2021
Q1 		$295K Buy
+1,205
New +$282K 0.22% 94

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Wealth Management Partners's XYZ Position: Q3 2024 in Review

Wealth Management Partners sold out of Block Inc (XYZ) in Q3 2024, closing a stake of 3,544 shares — an estimated $229K sold.

Wealth Management Partners first reported a position in XYZ in Q1 2021 and held it in 8 quarters. The position peaked at $354K in Q4 2021. 987 funds tracked by Wall St. Rank hold XYZ as of Q3 2024.

  • Wealth Management Partners reported no remaining Block Inc position as of Q3 2024 after selling out during the quarter.
  • Wealth Management Partners sold 3,544 Block Inc shares in Q3 2024, an estimated $229K.
  • Wealth Management Partners first reported a position in Block Inc in Q1 2021 and held it in 8 quarters.
  • Wealth Management Partners's Block Inc position peaked at $354K in Q4 2021.
  • 987 funds tracked by Wall St. Rank held Block Inc as of Q3 2024.

Based on Wealth Management Partners's 13F filing for Q3 2024, filed 21 Oct 2024.