IP
XYZ

Ignite Planners’s Block Inc XYZ Stock Holding History

Ignite 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
2023
Q4 		– Sell
-14,179
Closed -$605K – 342
2023
Q3 		$605K Sell
14,179
-660
-4% -$40.9K 0.18% 139
2023
Q2 		$998K Sell
14,839
-375
-2% -$23.4K 0.38% 59
2023
Q1 		$1.01M Sell
15,214
-524
-3% -$39.2K 0.41% 64
2022
Q4 		$1.32M Buy
15,738
+1,402
+10% +$86.5K 0.55% 41
2022
Q3 		$799K Sell
14,336
-157
-1% -$11.1K 0.64% 44
2022
Q2 		$994K Sell
14,493
-815
-5% -$74.5K 0.82% 27
2022
Q1 		$1.57M Sell
15,308
-1,309
-8% -$158K 1.05% 18
2021
Q4 		$2.2M Buy
+16,617
New +$3.6M 1.43% 8

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Ignite Planners's XYZ Position: Q4 2023 in Review

Ignite Planners sold out of Block Inc (XYZ) in Q4 2023, closing a stake of 14,179 shares — an estimated $605K sold.

Ignite Planners first reported a position in XYZ in Q4 2021 and held it in 8 quarters. The position peaked at $2.2M in Q4 2021. 1,029 funds tracked by Wall St. Rank hold XYZ as of Q4 2023.

  • Ignite Planners reported no remaining Block Inc position as of Q4 2023 after selling out during the quarter.
  • Ignite Planners sold 14,179 Block Inc shares in Q4 2023, an estimated $605K.
  • Ignite Planners first reported a position in Block Inc in Q4 2021 and held it in 8 quarters.
  • Ignite Planners's Block Inc position peaked at $2.2M in Q4 2021.
  • 1,029 funds tracked by Wall St. Rank held Block Inc as of Q4 2023.

Based on Ignite Planners's 13F filing for Q4 2023, filed 9 Jan 2024.