WA
XYZ

WP Advisors’s Block Inc XYZ Stock Holding History

WP 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
2024
Q3 		– Sell
-3,890
Closed -$251K – 109
2024
Q2 		$251K Sell
3,890
-200
-5% -$14K 0.08% 97
2024
Q1 		$346K Sell
4,090
-1,291
-24% -$93.4K 0.11% 90
2023
Q4 		$416K Buy
5,381
+200
+4% +$11.3K 0.15% 78
2023
Q3 		$229K Sell
5,181
-142
-3% -$8.79K 0.09% 91
2023
Q2 		$354K Sell
5,323
-171
-3% -$10.7K 0.14% 77
2023
Q1 		$377K Sell
5,494
-100
-2% -$7.49K 0.16% 77
2022
Q4 		$352K Sell
5,594
-1,050
-16% -$64.8K 0.16% 79
2022
Q3 		$365K Buy
6,644
+413
+7% +$29.2K 0.17% 80
2022
Q2 		$383K Buy
6,231
+2,020
+48% +$185K 0.17% 80
2022
Q1 		$571K Buy
4,211
+970
+30% +$117K 0.24% 71
2021
Q4 		$523K Hold
3,241
– – 0.22% 74
2021
Q3 		$777K Hold
3,241
– – 0.32% 53
2021
Q2 		$790K Hold
3,241
– – 0.33% 47
2021
Q1 		$736K Sell
3,241
-9,500
-75% -$2.22M 0.32% 46
2020
Q4 		$2.77M Hold
12,741
– – 1.34% 17
2020
Q3 		$2.07M Sell
12,741
-2,000
-14% -$282K 1.25% 19
2020
Q2 		$1.55M Buy
+14,741
New +$1.13M 1.09% 20

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

WP Advisors's XYZ Position: Q3 2024 in Review

WP Advisors sold out of Block Inc (XYZ) in Q3 2024, closing a stake of 3,890 shares — an estimated $251K sold.

WP Advisors first reported a position in XYZ in Q2 2020 and held it in 17 quarters. The position peaked at $2.77M in Q4 2020. 986 funds tracked by Wall St. Rank hold XYZ as of Q3 2024.

  • WP Advisors reported no remaining Block Inc position as of Q3 2024 after selling out during the quarter.
  • WP Advisors sold 3,890 Block Inc shares in Q3 2024, an estimated $251K.
  • WP Advisors first reported a position in Block Inc in Q2 2020 and held it in 17 quarters.
  • WP Advisors's Block Inc position peaked at $2.77M in Q4 2020.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q3 2024.

Based on WP Advisors's 13F filing for Q3 2024, filed 7 Nov 2024.