Baldwin Wealth Partners’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Baldwin Wealth Partners’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
2022 Q1	–	Sell	-335	Closed	-$13K	–	671
2021 Q4	$13K	Hold	335	–	–	﹤0.01%	483
2021 Q3	$15K	Sell	335 -1,000	-75%	-$46.9K	﹤0.01%	476
2021 Q2	$64K	Hold	1,335	–	–	0.01%	327
2021 Q1	$75K	Hold	1,335	–	–	0.01%	290
2020 Q4	$47K	Buy	+1,335	New	+$37.9K	0.01%	329
2020 Q3	–	Sell	-500	Closed	-$10K	–	534
2020 Q2	$10K	Hold	500	–	–	﹤0.01%	430
2020 Q1	$8K	Hold	500	–	–	﹤0.01%	436
2019 Q4	$9K	Hold	500	–	–	﹤0.01%	459
2019 Q3	$9K	Hold	500	–	–	﹤0.01%	460
2019 Q2	$9K	Hold	500	–	–	﹤0.01%	456
2019 Q1	$9K	Hold	500	–	–	﹤0.01%	459
2018 Q4	$7K	Buy	+500	New	+$8.56K	﹤0.01%	454

Other funds holding BLOK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Baldwin Wealth Partners's BLOK Position: Q1 2022 in Review

Baldwin Wealth Partners sold out of Amplify Blockchain Technology ETF (BLOK) in Q1 2022, closing a stake of 335 shares — an estimated $13K sold.

Baldwin Wealth Partners first reported a position in BLOK in Q4 2018 and held it in 12 quarters. The position peaked at $75K in Q1 2021. 254 funds tracked by Wall St. Rank hold BLOK as of Q1 2022.

Baldwin Wealth Partners reported no remaining Amplify Blockchain Technology ETF position as of Q1 2022 after selling out during the quarter.
Baldwin Wealth Partners sold 335 Amplify Blockchain Technology ETF shares in Q1 2022, an estimated $13K.
Baldwin Wealth Partners first reported a position in Amplify Blockchain Technology ETF in Q4 2018 and held it in 12 quarters.
Baldwin Wealth Partners's Amplify Blockchain Technology ETF position peaked at $75K in Q1 2021.
254 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q1 2022.

Based on Baldwin Wealth Partners's 13F filing for Q1 2022, filed 13 Apr 2022.