IGGA
XYZ

Iron Gate Global Advisors’s Block Inc XYZ Stock Holding History

Iron Gate Global 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
2022
Q1 		– Sell
-1,344
Closed -$210K – 118
2021
Q4 		$210K Buy
1,344
+154
+13% +$33.4K 0.05% 109
2021
Q3 		$286K Buy
1,190
+367
+45% +$94.3K 0.08% 83
2021
Q2 		$201K Buy
+823
New +$191K 0.06% 104

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Iron Gate Global Advisors's XYZ Position: Q1 2022 in Review

Iron Gate Global Advisors sold out of Block Inc (XYZ) in Q1 2022, closing a stake of 1,344 shares — an estimated $210K sold.

Iron Gate Global Advisors first reported a position in XYZ in Q2 2021 and held it in 3 quarters. The position peaked at $286K in Q3 2021. 1,248 funds tracked by Wall St. Rank hold XYZ as of Q1 2022.

  • Iron Gate Global Advisors reported no remaining Block Inc position as of Q1 2022 after selling out during the quarter.
  • Iron Gate Global Advisors sold 1,344 Block Inc shares in Q1 2022, an estimated $210K.
  • Iron Gate Global Advisors first reported a position in Block Inc in Q2 2021 and held it in 3 quarters.
  • Iron Gate Global Advisors's Block Inc position peaked at $286K in Q3 2021.
  • 1,248 funds tracked by Wall St. Rank held Block Inc as of Q1 2022.

Based on Iron Gate Global Advisors's 13F filing for Q1 2022, filed 11 May 2022.