Impax Asset Management Group
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Impax Asset Management Group’s Block Inc XYZ Stock Holding History

Impax Asset Management Group’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
-10,376
Closed -$803K – 371
2023
Q4 		$803K Sell
10,376
-3,428
-25% -$194K ﹤0.01% 299
2023
Q3 		$611K Buy
13,804
+1,564
+13% +$96.8K ﹤0.01% 309
2023
Q2 		$815K Sell
12,240
-3,058
-20% -$191K ﹤0.01% 297
2023
Q1 		$1.05M Buy
15,298
+1,691
+12% +$127K ﹤0.01% 272
2022
Q4 		$855K Sell
13,607
-5,946
-30% -$367K ﹤0.01% 275
2022
Q3 		$1.07M Sell
19,553
-1,698
-8% -$120K 0.01% 262
2022
Q2 		$1.31M Buy
21,251
+4,634
+28% +$423K 0.01% 260
2022
Q1 		$2.25M Sell
16,617
-1,575
-9% -$191K 0.01% 240
2021
Q4 		$2.94M Buy
18,192
+5,091
+39% +$1.1M 0.01% 224
2021
Q3 		$3.14M Buy
13,101
+1,228
+10% +$315K 0.01% 218
2021
Q2 		$2.9M Buy
11,873
+1
+0% +$232 0.01% 219
2021
Q1 		$2.7M Buy
11,872
+826
+7% +$193K 0.01% 221
2020
Q4 		$2.4M Sell
11,046
-13,454
-55% -$2.62M 0.02% 196
2020
Q3 		$3.98M Buy
24,500
+15,217
+164% +$2.15M 0.03% 171
2020
Q2 		$974K Buy
9,283
+341
+4% +$26.1K 0.01% 222
2020
Q1 		$468K Buy
8,942
+1,575
+21% +$108K 0.01% 245
2019
Q4 		$461K Buy
7,367
+622
+9% +$39.7K 0.01% 245
2019
Q3 		$418K Buy
6,745
+815
+14% +$55.4K 0.01% 237
2019
Q2 		$430K Buy
5,930
+1,081
+22% +$75.5K 0.01% 230
2019
Q1 		$363K Buy
4,849
+904
+23% +$65.5K 0.01% 261
2018
Q4 		$221K Buy
+3,945
New +$279K ﹤0.01% 254

Other funds holding XYZ

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Impax Asset Management Group's XYZ Position: Q1 2024 in Review

Impax Asset Management Group sold out of Block Inc (XYZ) in Q1 2024, closing a stake of 10,376 shares — an estimated $803K sold.

Impax Asset Management Group first reported a position in XYZ in Q4 2018 and held it in 21 quarters. The position peaked at $3.98M in Q3 2020. 1,071 funds tracked by Wall St. Rank hold XYZ as of Q1 2024.

  • Impax Asset Management Group reported no remaining Block Inc position as of Q1 2024 after selling out during the quarter.
  • Impax Asset Management Group sold 10,376 Block Inc shares in Q1 2024, an estimated $803K.
  • Impax Asset Management Group first reported a position in Block Inc in Q4 2018 and held it in 21 quarters.
  • Impax Asset Management Group's Block Inc position peaked at $3.98M in Q3 2020.
  • 1,071 funds tracked by Wall St. Rank held Block Inc as of Q1 2024.

Based on Impax Asset Management Group's 13F filing for Q1 2024, filed 30 Apr 2024.