IAIM
XYZ

Industrial Alliance Investment Management’s Block Inc XYZ Stock Holding History

Industrial Alliance Investment Management’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
-600
Closed -$40K – 169
2023
Q2 		$40K Buy
+600
New +$37.5K 0.02% 139
2022
Q2 		– Sell
-443
Closed -$60K – 435
2022
Q1 		$60K Buy
443
+202
+84% +$24.5K ﹤0.01% 403
2021
Q4 		$39K Buy
+241
New +$52.2K ﹤0.01% 386

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 $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 $3.37T AUM 44.26% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Industrial Alliance Investment Management's XYZ Position: Q3 2023 in Review

Industrial Alliance Investment Management sold out of Block Inc (XYZ) in Q3 2023, closing a stake of 600 shares — an estimated $40K sold.

Industrial Alliance Investment Management first reported a position in XYZ in Q4 2021 and held it in 3 quarters. The position peaked at $60K in Q1 2022. 887 funds tracked by Wall St. Rank hold XYZ as of Q3 2023.

  • Industrial Alliance Investment Management reported no remaining Block Inc position as of Q3 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 600 Block Inc shares in Q3 2023, an estimated $40K.
  • Industrial Alliance Investment Management first reported a position in Block Inc in Q4 2021 and held it in 3 quarters.
  • Industrial Alliance Investment Management's Block Inc position peaked at $60K in Q1 2022.
  • 887 funds tracked by Wall St. Rank held Block Inc as of Q3 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q3 2023, filed 15 Nov 2023.