IAM Advisory’s Block Inc XYZ Stock Holding History

IAM Advisory’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
2022 Q2	–	Sell	-5,771	Closed	-$783K	–	93
2022 Q1	$783K	Buy	5,771 +955	+20%	+$116K	0.32%	49
2021 Q4	$696K	Sell	4,816 -182	-4%	-$39.4K	0.28%	53
2021 Q3	$1.16M	Buy	+4,998	New	+$1.28M	0.49%	31
2021 Q2	–	Sell	-4,994	Closed	-$1.22M	–	110
2021 Q1	$1.22M	Buy	4,994 +115	+2%	+$26.9K	0.53%	28
2020 Q4	$1.11M	Buy	+4,879	New	+$952K	0.56%	26

Other funds holding XYZ

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

IAM Advisory's XYZ Position: Q2 2022 in Review

IAM Advisory sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 5,771 shares — an estimated $783K sold.

IAM Advisory first reported a position in XYZ in Q4 2020 and held it in 5 quarters. The position peaked at $1.22M in Q1 2021. 1,030 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

IAM Advisory reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
IAM Advisory sold 5,771 Block Inc shares in Q2 2022, an estimated $783K.
IAM Advisory first reported a position in Block Inc in Q4 2020 and held it in 5 quarters.
IAM Advisory's Block Inc position peaked at $1.22M in Q1 2021.
1,030 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on IAM Advisory's 13F filing for Q2 2022, filed 12 Jul 2022.