IIA
XYZ

IPG Investment Advisors’s Block Inc XYZ Stock Holding History

IPG Investment Advisors’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
-4,411
Closed -$296K – 213
2024
Q3 		$296K Sell
4,411
-666
-13% -$43K 0.06% 128
2024
Q2 		$327K Buy
+5,077
New +$355K 0.07% 120
2022
Q3 		– Sell
-5,494
Closed -$338K – 185
2022
Q2 		$338K Buy
5,494
+3,955
+257% +$361K 0.08% 103
2022
Q1 		$209K Sell
1,539
-1,370
-47% -$166K 0.04% 150
2021
Q4 		$470K Buy
+2,909
New +$630K 0.09% 118
2021
Q2 		– Sell
-1,073
Closed -$244K – 227
2021
Q1 		$244K Sell
1,073
-57
-5% -$13.3K 0.05% 163
2020
Q4 		$246K Buy
+1,130
New +$220K 0.06% 142
2017
Q4 		– Sell
-8,352
Closed -$241K – 170
2017
Q3 		$241K Buy
+8,352
New +$219K 0.08% 111

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