IWA
XYZ

IVC Wealth Advisors’s Block Inc XYZ Stock Holding History

IVC Wealth 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
Q2 		– Sell
-2,921
Closed -$247K – 172
2024
Q1 		$247K Buy
+2,921
New +$211K 0.14% 141
2022
Q2 		– Sell
-2,345
Closed -$318K – 151
2022
Q1 		$318K Buy
2,345
+566
+32% +$68.5K 0.21% 110
2021
Q4 		$287K Buy
1,779
+295
+20% +$63.9K 0.19% 113
2021
Q3 		$356K Buy
1,484
+100
+7% +$25.7K 0.25% 95
2021
Q2 		$337K Buy
1,384
+245
+22% +$56.8K 0.24% 103
2021
Q1 		$259K Buy
+1,139
New +$266K 0.2% 103

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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IVC Wealth Advisors's XYZ Position: Q2 2024 in Review

IVC Wealth Advisors sold out of Block Inc (XYZ) in Q2 2024, closing a stake of 2,921 shares — an estimated $247K sold.

IVC Wealth Advisors first reported a position in XYZ in Q1 2021 and held it in 6 quarters. The position peaked at $356K in Q3 2021. 998 funds tracked by Wall St. Rank hold XYZ as of Q2 2024.

  • IVC Wealth Advisors reported no remaining Block Inc position as of Q2 2024 after selling out during the quarter.
  • IVC Wealth Advisors sold 2,921 Block Inc shares in Q2 2024, an estimated $247K.
  • IVC Wealth Advisors first reported a position in Block Inc in Q1 2021 and held it in 6 quarters.
  • IVC Wealth Advisors's Block Inc position peaked at $356K in Q3 2021.
  • 998 funds tracked by Wall St. Rank held Block Inc as of Q2 2024.

Based on IVC Wealth Advisors's 13F filing for Q2 2024, filed 16 Jul 2024.