Wiser Advisor Group’s Block Inc XYZ Stock Holding History

Wiser Advisor Group’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	-8	Closed	-$516	–	304
2024 Q2	$516	Hold	8	–	–	﹤0.01%	288
2024 Q1	$677	Hold	8	–	–	﹤0.01%	289
2023 Q4	$619	Buy	+8	New	+$452	﹤0.01%	288

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Wiser Advisor Group's XYZ Position: Q3 2024 in Review

Wiser Advisor Group sold out of Block Inc (XYZ) in Q3 2024, closing a stake of 8 shares — an estimated $516 sold.

Wiser Advisor Group first reported a position in XYZ in Q4 2023 and held it in 3 quarters. The position peaked at $677 in Q1 2024. 986 funds tracked by Wall St. Rank hold XYZ as of Q3 2024.

Wiser Advisor Group reported no remaining Block Inc position as of Q3 2024 after selling out during the quarter.
Wiser Advisor Group sold 8 Block Inc shares in Q3 2024, an estimated $516.
Wiser Advisor Group first reported a position in Block Inc in Q4 2023 and held it in 3 quarters.
Wiser Advisor Group's Block Inc position peaked at $677 in Q1 2024.
986 funds tracked by Wall St. Rank held Block Inc as of Q3 2024.

Based on Wiser Advisor Group's 13F filing for Q3 2024, filed 13 Nov 2024.