IFAM
XYZ

Institutional & Family Asset Management’s Block Inc XYZ Stock Holding History

Institutional & Family Asset 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
2024
Q2 		$47.5K Buy
737
+55
+8% +$3.85K 0.01% 244
2024
Q1 		$57.7K Sell
682
-9
-1% -$651 0.01% 222
2023
Q4 		$53.4K Buy
691
+72
+12% +$4.07K 0.01% 228
2023
Q3 		$27.4K Hold
619
– – ﹤0.01% 274
2023
Q2 		$41.2K Buy
619
+153
+33% +$9.56K 0.01% 236
2023
Q1 		$32K Hold
466
– – 0.01% 255
2022
Q4 		$29.3K Sell
466
-128
-22% -$7.9K ﹤0.01% 266
2022
Q3 		$33K Hold
594
– – 0.01% 257
2022
Q2 		$37K Hold
594
– – 0.01% 252
2022
Q1 		$81K Hold
594
– – 0.01% 217
2021
Q4 		$96K Sell
594
-259
-30% -$56.1K 0.02% 210
2021
Q3 		$205K Buy
853
+72
+9% +$18.5K 0.03% 176
2021
Q2 		$190K Hold
781
– – 0.03% 178
2021
Q1 		$177K Buy
781
+243
+45% +$56.8K 0.03% 196
2020
Q4 		$117K Buy
538
+28
+5% +$5.46K 0.02% 235
2020
Q3 		$83K Buy
510
+243
+91% +$34.3K 0.02% 242
2020
Q2 		$28K Sell
267
-340
-56% -$26K 0.01% 369
2020
Q1 		$32K Buy
607
+340
+127% +$23.3K 0.01% 309
2019
Q4 		$17K Hold
267
– – ﹤0.01% 443
2019
Q3 		$17K Sell
267
-960
-78% -$65.2K ﹤0.01% 423
2019
Q2 		$89K Buy
1,227
+253
+26% +$17.7K 0.02% 244
2019
Q1 		$73K Buy
974
+60
+7% +$4.35K 0.02% 280
2018
Q4 		$51K Sell
914
-2,460
-73% -$174K 0.01% 328
2018
Q3 		$334K Sell
3,374
-637
-16% -$49.1K 0.07% 151
2018
Q2 		$247K Buy
4,011
+2,324
+138% +$128K 0.05% 163
2018
Q1 		$83K Buy
+1,687
New +$77.4K 0.02% 275

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Institutional & Family Asset Management's XYZ Position: Q2 2024 in Review

Institutional & Family Asset Management increased its Block Inc (XYZ) stake by 8.1% in Q2 2024, buying an estimated $3.85K and bringing the position to 737 shares worth $47.5K. The position accounts for 0.01% of the portfolio, ranked #244.

Institutional & Family Asset Management first reported a position in XYZ in Q1 2018 and has held it in 26 quarters since. The position peaked at $334K in Q3 2018. 999 funds tracked by Wall St. Rank hold XYZ as of Q2 2024.

  • Institutional & Family Asset Management held 737 shares of Block Inc worth $47.5K as of Q2 2024.
  • Institutional & Family Asset Management bought 55 Block Inc shares in Q2 2024, an estimated $3.85K.
  • Block Inc made up 0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #244 holding.
  • Institutional & Family Asset Management first reported a position in Block Inc in Q1 2018 and has held it in 26 quarters since.
  • Institutional & Family Asset Management's Block Inc position peaked at $334K in Q3 2018.
  • 999 funds tracked by Wall St. Rank held Block Inc as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.