WR Wealth Planners’s Block Inc XYZ Stock Holding History

WR Wealth Planners’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 Q4	$6.8K	Buy	80 +9	+13%	+$738	﹤0.01%	643
2024 Q3	$4.77K	Buy	71 +26	+58%	+$1.68K	﹤0.01%	754
2024 Q2	$2.9K	Sell	45 -19	-30%	-$1.33K	﹤0.01%	812
2024 Q1	$5.41K	Buy	+64	New	+$4.63K	﹤0.01%	702
2023 Q4	–	Sell	-134	Closed	-$5.93K	–	893
2023 Q3	$5.93K	Hold	134	–	–	﹤0.01%	652
2023 Q2	$8.92K	Sell	134 -20	-13%	-$1.25K	﹤0.01%	597
2023 Q1	$10.6K	Buy	154 +20	+15%	+$1.5K	﹤0.01%	537
2022 Q4	$8.42K	Hold	134	–	–	0.01%	282
2022 Q3	$7.37K	Sell	134 -1,918	-93%	-$136K	0.01%	285
2022 Q2	$126K	Buy	2,052 +38	+2%	+$3.47K	0.08%	113
2022 Q1	$273K	Buy	+2,014	New	+$244K	0.16%	99

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WR Wealth Planners's XYZ Position: Q4 2024 in Review

WR Wealth Planners increased its Block Inc (XYZ) stake by 13% in Q4 2024, buying an estimated $738 and bringing the position to 80 shares worth $6.8K. The position accounts for ﹤0.01% of the portfolio, ranked #643.

WR Wealth Planners first reported a position in XYZ in Q1 2022 and has held it in 11 quarters since. The position peaked at $273K in Q1 2022. 1,138 funds tracked by Wall St. Rank hold XYZ as of Q4 2024.

WR Wealth Planners held 80 shares of Block Inc worth $6.8K as of Q4 2024.
WR Wealth Planners bought 9 Block Inc shares in Q4 2024, an estimated $738.
Block Inc made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #643 holding.
WR Wealth Planners first reported a position in Block Inc in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Block Inc position peaked at $273K in Q1 2022.
1,138 funds tracked by Wall St. Rank held Block Inc as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.