IIC
XYZ

Ironwood Investment Counsel’s Block Inc XYZ Stock Holding History

Ironwood Investment Counsel’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
2021
Q4 		– Sell
-1,430
Closed -$342K – 218
2021
Q3 		$342K Buy
1,430
+297
+26% +$76.3K 0.09% 146
2021
Q2 		$276K Sell
1,133
-30
-3% -$6.96K 0.07% 163
2021
Q1 		$264K Sell
1,163
-275
-19% -$64.3K 0.08% 163
2020
Q4 		$312K Buy
+1,438
New +$281K 0.07% 168

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Ironwood Investment Counsel's XYZ Position: Q4 2021 in Review

Ironwood Investment Counsel sold out of Block Inc (XYZ) in Q4 2021, closing a stake of 1,430 shares — an estimated $342K sold.

Ironwood Investment Counsel first reported a position in XYZ in Q4 2020 and held it in 4 quarters. The position peaked at $342K in Q3 2021. 1,365 funds tracked by Wall St. Rank hold XYZ as of Q4 2021.

  • Ironwood Investment Counsel reported no remaining Block Inc position as of Q4 2021 after selling out during the quarter.
  • Ironwood Investment Counsel sold 1,430 Block Inc shares in Q4 2021, an estimated $342K.
  • Ironwood Investment Counsel first reported a position in Block Inc in Q4 2020 and held it in 4 quarters.
  • Ironwood Investment Counsel's Block Inc position peaked at $342K in Q3 2021.
  • 1,365 funds tracked by Wall St. Rank held Block Inc as of Q4 2021.

Based on Ironwood Investment Counsel's 13F filing for Q4 2021, filed 4 Feb 2022.