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Integrated Advisors Network’s Block Inc XYZ Stock Holding History

Integrated Advisors Network’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
2025
Q1 		– Sell
-6,068
Closed -$516K – 787
2024
Q4 		$516K Sell
6,068
-3,250
-35% -$267K 0.02% 444
2024
Q3 		$626K Sell
9,318
-2,652
-22% -$171K 0.03% 416
2024
Q2 		$772K Buy
11,970
+363
+3% +$25.4K 0.04% 344
2024
Q1 		$982K Sell
11,607
-12,448
-52% -$900K 0.05% 313
2023
Q4 		$1.86M Buy
24,055
+12,916
+116% +$730K 0.11% 205
2023
Q3 		$493K Buy
11,139
+1,697
+18% +$105K 0.03% 422
2023
Q2 		$629K Sell
9,442
-2,980
-24% -$186K 0.04% 376
2023
Q1 		$853K Buy
12,422
+295
+2% +$22.1K 0.05% 311
2022
Q4 		$762K Sell
12,127
-83
-0.7% -$5.12K 0.05% 340
2022
Q3 		$671K Buy
12,210
+2,348
+24% +$166K 0.05% 342
2022
Q2 		$606K Sell
9,862
-2,425
-20% -$222K 0.04% 376
2022
Q1 		$1.67M Buy
12,287
+3,541
+40% +$429K 0.1% 225
2021
Q4 		$1.41M Buy
8,746
+2,876
+49% +$623K 0.08% 216
2021
Q3 		$1.41M Buy
5,870
+2,393
+69% +$615K 0.09% 204
2021
Q2 		$848K Buy
3,477
+1,912
+122% +$443K 0.06% 252
2021
Q1 		$355K Buy
+1,565
New +$366K 0.03% 392
2020
Q4 		– Sell
-1,766
Closed -$287K – 520
2020
Q3 		$287K Buy
+1,766
New +$249K 0.04% 350
2020
Q1 		– Sell
-22,805
Closed -$1.43M – 456
2019
Q4 		$1.43M Buy
+22,805
New +$1.46M 0.19% 156

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Integrated Advisors Network's XYZ Position: Q1 2025 in Review

Integrated Advisors Network sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 6,068 shares — an estimated $516K sold.

Integrated Advisors Network first reported a position in XYZ in Q4 2019 and held it in 18 quarters. The position peaked at $1.86M in Q4 2023. 1,016 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

  • Integrated Advisors Network reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
  • Integrated Advisors Network sold 6,068 Block Inc shares in Q1 2025, an estimated $516K.
  • Integrated Advisors Network first reported a position in Block Inc in Q4 2019 and held it in 18 quarters.
  • Integrated Advisors Network's Block Inc position peaked at $1.86M in Q4 2023.
  • 1,016 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on Integrated Advisors Network's 13F filing for Q1 2025, filed 15 Apr 2025.