OC
XYZ

Oakworth Capital’s Block Inc XYZ Stock Holding History

Oakworth Capital’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
-50
Closed -$4.23K – 733
2024
Q1 		$4.23K Hold
50
– – ﹤0.01% 558
2023
Q4 		$3.87K Hold
50
– – ﹤0.01% 570
2023
Q3 		$2.21K Hold
50
– – ﹤0.01% 547
2023
Q2 		$3.33K Hold
50
– – ﹤0.01% 567
2023
Q1 		$3.43K Hold
50
– – ﹤0.01% 523
2022
Q4 		$3.14K Hold
50
– – ﹤0.01% 506
2022
Q3 		$3K Hold
50
– – ﹤0.01% 527
2022
Q2 		$3K Hold
50
– – ﹤0.01% 519
2022
Q1 		$7K Hold
50
– – ﹤0.01% 477
2021
Q4 		$8K Buy
+50
New +$10.8K ﹤0.01% 508
2021
Q2 		– Sell
-393
Closed -$89K – 618
2021
Q1 		$89K Hold
393
– – 0.01% 249
2020
Q4 		$86K Sell
393
-63
-14% -$12.3K 0.01% 235
2020
Q3 		$74K Buy
456
+28
+7% +$3.95K 0.01% 236
2020
Q2 		$45K Buy
428
+87
+26% +$6.66K 0.01% 287
2020
Q1 		$18K Buy
341
+34
+11% +$2.33K ﹤0.01% 336
2019
Q4 		$21K Buy
307
+11
+4% +$703 ﹤0.01% 370
2019
Q3 		$18K Buy
296
+83
+39% +$5.64K ﹤0.01% 391
2019
Q2 		$15K Buy
213
+192
+914% +$13.4K ﹤0.01% 451
2019
Q1 		$2K Buy
+21
New +$1.52K ﹤0.01% 557

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