IWP
XYZ

Icon Wealth Partners’s Block Inc XYZ Stock Holding History

Icon Wealth Partners’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
2023
Q3 		– Sell
-1,683
Closed -$112K – 426
2023
Q2 		$112K Buy
1,683
+137
+9% +$8.56K 0.01% 390
2023
Q1 		$106K Buy
+1,546
New +$116K 0.01% 401
2019
Q2 		– Sell
-52
Closed -$4K – 803
2019
Q1 		$4K Buy
+52
New +$3.77K ﹤0.01% 789
2018
Q3 		– Sell
-116
Closed -$7K – 743
2018
Q2 		$7K Buy
+116
New +$6.38K ﹤0.01% 731
2018
Q1 		– Sell
-214
Closed -$7K – 754
2017
Q4 		$7K Buy
+214
New +$7.83K ﹤0.01% 747

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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Icon Wealth Partners's XYZ Position: Q3 2023 in Review

Icon Wealth Partners sold out of Block Inc (XYZ) in Q3 2023, closing a stake of 1,683 shares — an estimated $112K sold.

Icon Wealth Partners first reported a position in XYZ in Q4 2017 and held it in 5 quarters. The position peaked at $112K in Q2 2023. 886 funds tracked by Wall St. Rank hold XYZ as of Q3 2023.

  • Icon Wealth Partners reported no remaining Block Inc position as of Q3 2023 after selling out during the quarter.
  • Icon Wealth Partners sold 1,683 Block Inc shares in Q3 2023, an estimated $112K.
  • Icon Wealth Partners first reported a position in Block Inc in Q4 2017 and held it in 5 quarters.
  • Icon Wealth Partners's Block Inc position peaked at $112K in Q2 2023.
  • 886 funds tracked by Wall St. Rank held Block Inc as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.