ANTB
XYZ

AMG National Trust Bank’s Block Inc XYZ Stock Holding History

AMG National Trust Bank’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
-1,253
Closed -$202K – 476
2021
Q4 		$202K Sell
1,253
-10
-0.8% -$2.17K 0.01% 436
2021
Q3 		$303K Sell
1,263
-71
-5% -$18.2K 0.01% 402
2021
Q2 		$325K Sell
1,334
-200
-13% -$46.4K 0.01% 395
2021
Q1 		$348K Buy
1,534
+9
+0.6% +$2.1K 0.01% 382
2020
Q4 		$332K Buy
+1,525
New +$297K 0.01% 386

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

AMG National Trust Bank's XYZ Position: Q1 2022 in Review

AMG National Trust Bank sold out of Block Inc (XYZ) in Q1 2022, closing a stake of 1,253 shares — an estimated $202K sold.

AMG National Trust Bank first reported a position in XYZ in Q4 2020 and held it in 5 quarters. The position peaked at $348K in Q1 2021. 1,248 funds tracked by Wall St. Rank hold XYZ as of Q1 2022.

  • AMG National Trust Bank reported no remaining Block Inc position as of Q1 2022 after selling out during the quarter.
  • AMG National Trust Bank sold 1,253 Block Inc shares in Q1 2022, an estimated $202K.
  • AMG National Trust Bank first reported a position in Block Inc in Q4 2020 and held it in 5 quarters.
  • AMG National Trust Bank's Block Inc position peaked at $348K in Q1 2021.
  • 1,248 funds tracked by Wall St. Rank held Block Inc as of Q1 2022.

Based on AMG National Trust Bank's 13F filing for Q1 2022, filed 10 May 2022.