ABTD
XYZ

Arvest Bank Trust Division’s Block Inc XYZ Stock Holding History

Arvest Bank Trust Division’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
Q3 		$276K Hold
1,151
– – 0.02% 146
2021
Q2 		$281K Buy
+1,151
New +$267K 0.02% 138

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Arvest Bank Trust Division's XYZ Position: Q3 2021 in Review

Arvest Bank Trust Division held its Block Inc (XYZ) position steady in Q3 2021 at 1,151 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #146.

Arvest Bank Trust Division first reported a position in XYZ in Q2 2021 and has held it in 2 quarters since. The position peaked at $281K in Q2 2021. 1,379 funds tracked by Wall St. Rank hold XYZ as of Q3 2021.

  • Arvest Bank Trust Division held 1,151 shares of Block Inc worth $276K as of Q3 2021.
  • Arvest Bank Trust Division left its Block Inc share count unchanged in Q3 2021.
  • Block Inc made up 0.02% of Arvest Bank Trust Division's portfolio in Q3 2021, its #146 holding.
  • Arvest Bank Trust Division first reported a position in Block Inc in Q2 2021 and has held it in 2 quarters since.
  • Arvest Bank Trust Division's Block Inc position peaked at $281K in Q2 2021.
  • 1,379 funds tracked by Wall St. Rank held Block Inc as of Q3 2021.

Based on Arvest Bank Trust Division's 13F filing for Q3 2021, filed 12 Nov 2021.