IRC
XYZ

Investors Research Corp’s Block Inc XYZ Stock Holding History

Investors Research Corp’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
-10
Closed -$671 – 992
2024
Q3 		$671 Hold
10
– – ﹤0.01% 926
2024
Q2 		$645 Hold
10
– – ﹤0.01% 1005
2024
Q1 		$846 Hold
10
– – ﹤0.01% 967
2023
Q4 		$774 Hold
10
– – ﹤0.01% 1001
2023
Q3 		$443 Hold
10
– – ﹤0.01% 1031
2023
Q2 		$666 Hold
10
– – ﹤0.01% 1023
2023
Q1 		$687 Hold
10
– – ﹤0.01% 1057
2022
Q4 		$628 Hold
10
– – ﹤0.01% 1072
2022
Q3 		$1K Hold
10
– – ﹤0.01% 1069
2022
Q2 		$1K Hold
10
– – ﹤0.01% 1058
2022
Q1 		$1K Buy
+10
New +$1.21K ﹤0.01% 1002
2020
Q2 		– Sell
-191
Closed -$10K – 1126
2020
Q1 		$10K Hold
191
– – 0.01% 788
2019
Q4 		$12K Hold
191
– – 0.01% 817
2019
Q3 		$12K Buy
+191
New +$13K 0.01% 818

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 $97.9B AUM 20.73% 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

Investors Research Corp's XYZ Position: Q4 2024 in Review

Investors Research Corp sold out of Block Inc (XYZ) in Q4 2024, closing a stake of 10 shares — an estimated $671 sold.

Investors Research Corp first reported a position in XYZ in Q3 2019 and held it in 14 quarters. The position peaked at $12K in Q4 2019. 1,137 funds tracked by Wall St. Rank hold XYZ as of Q4 2024.

  • Investors Research Corp reported no remaining Block Inc position as of Q4 2024 after selling out during the quarter.
  • Investors Research Corp sold 10 Block Inc shares in Q4 2024, an estimated $671.
  • Investors Research Corp first reported a position in Block Inc in Q3 2019 and held it in 14 quarters.
  • Investors Research Corp's Block Inc position peaked at $12K in Q4 2019.
  • 1,137 funds tracked by Wall St. Rank held Block Inc as of Q4 2024.

Based on Investors Research Corp's 13F filing for Q4 2024, filed 7 Feb 2025.