IAIM
XYZ

International Assets Investment Management’s Block Inc XYZ Stock Holding History

International Assets 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
2024
Q4 		– Sell
-87,672
Closed -$1.31K – 2041
2024
Q3 		$1.31K Buy
+87,672
New +$5.66M ﹤0.01% 1035
2023
Q3 		– Sell
-3,765
Closed -$251K – 733
2023
Q2 		$251K Sell
3,765
-1,018
-21% -$63.6K 0.03% 435
2023
Q1 		$328K Sell
4,783
-2,680
-36% -$201K 0.05% 347
2022
Q4 		$469K Buy
7,463
+1,503
+25% +$92.7K 0.05% 364
2022
Q3 		$328K Buy
5,960
+58
+1% +$4.11K 0.07% 265
2022
Q2 		$363 Sell
5,902
-767
-12% -$70.1K 0.03% 270
2022
Q1 		$904K Sell
6,669
-428
-6% -$51.8K 0.16% 136
2021
Q4 		$1.15M Sell
7,097
-58
-0.8% -$12.6K 0.2% 120
2021
Q3 		$1.72M Buy
7,155
+422
+6% +$108K 0.31% 79
2021
Q2 		$1.64M Sell
6,733
-5,937
-47% -$1.38M 0.3% 70
2021
Q1 		$2.82M Buy
12,670
+6,218
+96% +$1.45M 0.26% 76
2020
Q4 		$1.4M Buy
6,452
+817
+14% +$159K 0.26% 72
2020
Q3 		$916K Sell
5,635
-2,885
-34% -$407K 0.23% 99
2020
Q2 		$894K Sell
8,520
-825
-9% -$63.2K 0.21% 98
2020
Q1 		$489K Buy
+9,345
New +$639K 0.15% 138

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

International Assets Investment Management's XYZ Position: Q4 2024 in Review

International Assets Investment Management sold out of Block Inc (XYZ) in Q4 2024, closing a stake of 87,672 shares — an estimated $1.31K sold.

International Assets Investment Management first reported a position in XYZ in Q1 2020 and held it in 15 quarters. The position peaked at $2.82M in Q1 2021. 1,138 funds tracked by Wall St. Rank hold XYZ as of Q4 2024.

  • International Assets Investment Management reported no remaining Block Inc position as of Q4 2024 after selling out during the quarter.
  • International Assets Investment Management sold 87,672 Block Inc shares in Q4 2024, an estimated $1.31K.
  • International Assets Investment Management first reported a position in Block Inc in Q1 2020 and held it in 15 quarters.
  • International Assets Investment Management's Block Inc position peaked at $2.82M in Q1 2021.
  • 1,138 funds tracked by Wall St. Rank held Block Inc as of Q4 2024.

Based on International Assets Investment Management's 13F filing for Q4 2024, filed 8 Jan 2025.