IIC
XYZ

Integrated Investment Consultants’s Block Inc XYZ Stock Holding History

Integrated Investment Consultants’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
2018
Q2 		– Sell
-48
Closed -$2K – 730
2018
Q1 		$2K Buy
+48
New +$2.2K ﹤0.01% 810

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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
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

Integrated Investment Consultants's XYZ Position: Q2 2018 in Review

Integrated Investment Consultants sold out of Block Inc (XYZ) in Q2 2018, closing a stake of 48 shares — an estimated $2K sold.

Integrated Investment Consultants first reported a position in XYZ in Q1 2018 and held it in 1 quarter. The position peaked at $2K in Q1 2018. 533 funds tracked by Wall St. Rank hold XYZ as of Q2 2018.

  • Integrated Investment Consultants reported no remaining Block Inc position as of Q2 2018 after selling out during the quarter.
  • Integrated Investment Consultants sold 48 Block Inc shares in Q2 2018, an estimated $2K.
  • Integrated Investment Consultants first reported a position in Block Inc in Q1 2018 and held it in 1 quarter.
  • Integrated Investment Consultants's Block Inc position peaked at $2K in Q1 2018.
  • 533 funds tracked by Wall St. Rank held Block Inc as of Q2 2018.

Based on Integrated Investment Consultants's 13F filing for Q2 2018, filed 1 Aug 2018.