AC
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Avestar Capital’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Avestar Capital’s Portfolio BLOK Stock Details BLOK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-250
Closed -$5K – 848
2018
Q3 		$5K Hold
250
– – ﹤0.01% 539
2018
Q2 		$4K Hold
250
– – ﹤0.01% 597
2018
Q1 		$4K Buy
+250
New +$4.97K ﹤0.01% 563

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RCG
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Avestar Capital's BLOK Position: Q4 2018 in Review

Avestar Capital sold out of Amplify Blockchain Technology ETF (BLOK) in Q4 2018, closing a stake of 250 shares — an estimated $5K sold.

Avestar Capital first reported a position in BLOK in Q1 2018 and held it in 3 quarters. The position peaked at $5K in Q3 2018. 56 funds tracked by Wall St. Rank hold BLOK as of Q4 2018.

  • Avestar Capital reported no remaining Amplify Blockchain Technology ETF position as of Q4 2018 after selling out during the quarter.
  • Avestar Capital sold 250 Amplify Blockchain Technology ETF shares in Q4 2018, an estimated $5K.
  • Avestar Capital first reported a position in Amplify Blockchain Technology ETF in Q1 2018 and held it in 3 quarters.
  • Avestar Capital's Amplify Blockchain Technology ETF position peaked at $5K in Q3 2018.
  • 56 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q4 2018.

Based on Avestar Capital's 13F filing for Q4 2018, filed 25 Jan 2019.