IA
XYZ

IFG Advisory’s Block Inc XYZ Stock Holding History

IFG 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
2024
Q1 		– Sell
-2,749
Closed -$213K – 599
2023
Q4 		$213K Buy
+2,749
New +$155K 0.02% 545
2023
Q2 		– Sell
-3,468
Closed -$238K – 515
2023
Q1 		$238K Buy
+3,468
New +$260K 0.02% 458
2022
Q2 		– Sell
-3,071
Closed -$416K – 534
2022
Q1 		$416K Buy
3,071
+735
+31% +$89K 0.04% 334
2021
Q4 		$377K Buy
2,336
+793
+51% +$172K 0.04% 360
2021
Q3 		$370K Buy
1,543
+293
+23% +$75.3K 0.04% 354
2021
Q2 		$304K Buy
1,250
+45
+4% +$10.4K 0.03% 385
2021
Q1 		$273K Sell
1,205
-48
-4% -$11.2K 0.03% 410
2020
Q4 		$272K Buy
+1,253
New +$244K 0.04% 371
2018
Q4 		– Sell
-5,440
Closed -$538K – 371
2018
Q3 		$538K Buy
+5,440
New +$420K 0.1% 193

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return