FCBT
XYZ

First Citizens Bank & Trust’s Block Inc XYZ Stock Holding History

First Citizens Bank & Trust’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
-2,480
Closed -$400K – 479
2021
Q4 		$400K Buy
2,480
+248
+11% +$53.7K 0.02% 252
2021
Q3 		$535K Buy
+2,232
New +$573K 0.03% 212
2019
Q3 		– Sell
-21,729
Closed -$1.58M – 444
2019
Q2 		$1.58M Buy
21,729
+1,046
+5% +$73.1K 0.17% 144
2019
Q1 		$1.55M Buy
+20,683
New +$1.5M 0.17% 146

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

First Citizens Bank & Trust's XYZ Position: Q1 2022 in Review

First Citizens Bank & Trust sold out of Block Inc (XYZ) in Q1 2022, closing a stake of 2,480 shares — an estimated $400K sold.

First Citizens Bank & Trust first reported a position in XYZ in Q1 2019 and held it in 4 quarters. The position peaked at $1.58M in Q2 2019. 1,248 funds tracked by Wall St. Rank hold XYZ as of Q1 2022.

  • First Citizens Bank & Trust reported no remaining Block Inc position as of Q1 2022 after selling out during the quarter.
  • First Citizens Bank & Trust sold 2,480 Block Inc shares in Q1 2022, an estimated $400K.
  • First Citizens Bank & Trust first reported a position in Block Inc in Q1 2019 and held it in 4 quarters.
  • First Citizens Bank & Trust's Block Inc position peaked at $1.58M in Q2 2019.
  • 1,248 funds tracked by Wall St. Rank held Block Inc as of Q1 2022.

Based on First Citizens Bank & Trust's 13F filing for Q1 2022, filed 26 Apr 2022.