IWA
XYZ

IBEX Wealth Advisors’s Block Inc XYZ Stock Holding History

IBEX Wealth 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
2021
Q4 		– Sell
-105
Closed -$25K – 437
2021
Q3 		$25K Buy
+105
New +$27K ﹤0.01% 308
2019
Q3 		– Sell
-564
Closed -$40K – 410
2019
Q2 		$40K Buy
+564
New +$39.4K 0.01% 245
2018
Q4 		– Sell
-21,227
Closed -$2.06M – 104
2018
Q3 		$2.06M Buy
+21,227
New +$1.64M 0.74% 59

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

IBEX Wealth Advisors's XYZ Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of Block Inc (XYZ) in Q4 2021, closing a stake of 105 shares — an estimated $25K sold.

IBEX Wealth Advisors first reported a position in XYZ in Q3 2018 and held it in 3 quarters. The position peaked at $2.06M in Q3 2018. 1,364 funds tracked by Wall St. Rank hold XYZ as of Q4 2021.

  • IBEX Wealth Advisors reported no remaining Block Inc position as of Q4 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 105 Block Inc shares in Q4 2021, an estimated $25K.
  • IBEX Wealth Advisors first reported a position in Block Inc in Q3 2018 and held it in 3 quarters.
  • IBEX Wealth Advisors's Block Inc position peaked at $2.06M in Q3 2018.
  • 1,364 funds tracked by Wall St. Rank held Block Inc as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.