WIA
XYZ

Wealthedge Investment Advisors’s Block Inc XYZ Stock Holding History

Wealthedge Investment 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
2025
Q1 		– Sell
-5,215
Closed -$443K – 217
2024
Q4 		$443K Buy
+5,215
New +$428K 0.2% 101

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

Wealthedge Investment Advisors's XYZ Position: Q1 2025 in Review

Wealthedge Investment Advisors sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 5,215 shares — an estimated $443K sold.

Wealthedge Investment Advisors first reported a position in XYZ in Q4 2024 and held it in 1 quarter. The position peaked at $443K in Q4 2024. 1,009 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

  • Wealthedge Investment Advisors reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
  • Wealthedge Investment Advisors sold 5,215 Block Inc shares in Q1 2025, an estimated $443K.
  • Wealthedge Investment Advisors first reported a position in Block Inc in Q4 2024 and held it in 1 quarter.
  • Wealthedge Investment Advisors's Block Inc position peaked at $443K in Q4 2024.
  • 1,009 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on Wealthedge Investment Advisors's 13F filing for Q1 2025, filed 13 May 2025.