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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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $26.9B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

IPG Investment Advisors's XYZ Position: Q4 2024 in Review

IPG Investment Advisors sold out of Block Inc (XYZ) in Q4 2024, closing a stake of 4,411 shares — an estimated $296K sold.

IPG Investment Advisors first reported a position in XYZ in Q3 2017 and held it in 8 quarters. The position peaked at $470K in Q4 2021. 1,142 funds tracked by Wall St. Rank hold XYZ as of Q4 2024.

  • IPG Investment Advisors reported no remaining Block Inc position as of Q4 2024 after selling out during the quarter.
  • IPG Investment Advisors sold 4,411 Block Inc shares in Q4 2024, an estimated $296K.
  • IPG Investment Advisors first reported a position in Block Inc in Q3 2017 and held it in 8 quarters.
  • IPG Investment Advisors's Block Inc position peaked at $470K in Q4 2021.
  • 1,142 funds tracked by Wall St. Rank held Block Inc as of Q4 2024.

Based on IPG Investment Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.