WIM
XYZ

WealthPlan Investment Management’s Block Inc XYZ Stock Holding History

WealthPlan Investment Management’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
-5,791
Closed -$373K – 263
2024
Q2 		$373K Sell
5,791
-711
-11% -$49.7K 0.06% 136
2024
Q1 		$550K Sell
6,502
-46
-0.7% -$3.33K 0.08% 119
2023
Q4 		$506K Sell
6,548
-71
-1% -$4.01K 0.08% 123
2023
Q3 		$293K Buy
6,619
+6,160
+1,342% +$381K 0.05% 146
2023
Q2 		$30.6K Sell
459
-5,578
-92% -$349K 0.01% 225
2023
Q1 		$414K Sell
6,037
-1,143
-16% -$85.6K 0.07% 125
2022
Q4 		$552K Sell
7,180
-454
-6% -$28K 0.04% 243
2022
Q3 		$466K Buy
+7,634
New +$541K 0.03% 251
2022
Q1 		$730K Buy
+7,329
New +$887K 0.05% 204

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 $154B AUM 29.96% 1-Year Est. Return

WealthPlan Investment Management's XYZ Position: Q3 2024 in Review

WealthPlan Investment Management sold out of Block Inc (XYZ) in Q3 2024, closing a stake of 5,791 shares — an estimated $373K sold.

WealthPlan Investment Management first reported a position in XYZ in Q1 2022 and held it in 9 quarters. The position peaked at $730K in Q1 2022. 986 funds tracked by Wall St. Rank hold XYZ as of Q3 2024.

  • WealthPlan Investment Management reported no remaining Block Inc position as of Q3 2024 after selling out during the quarter.
  • WealthPlan Investment Management sold 5,791 Block Inc shares in Q3 2024, an estimated $373K.
  • WealthPlan Investment Management first reported a position in Block Inc in Q1 2022 and held it in 9 quarters.
  • WealthPlan Investment Management's Block Inc position peaked at $730K in Q1 2022.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q3 2024.

Based on WealthPlan Investment Management's 13F filing for Q3 2024, filed 5 Nov 2024.