Bank Julius Baer & Co
BLOK icon

Bank Julius Baer & Co’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Bank Julius Baer & Co’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
Q4 		– Sell
-3,346
Closed -$62K – 577
2022
Q3 		$62K Sell
3,346
-77,883
-96% -$1.63M ﹤0.01% 493
2022
Q2 		$1.47M Buy
81,229
+9,606
+13% +$235K 0.01% 237
2022
Q1 		$2.45M Sell
71,623
-8,657
-11% -$293K 0.01% 208
2021
Q4 		$3.23M Buy
+80,280
New +$4.18M 0.02% 229

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Morgan Stanley
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MML Investors Services
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Bank Julius Baer & Co's BLOK Position: Q4 2022 in Review

Bank Julius Baer & Co sold out of Amplify Blockchain Technology ETF (BLOK) in Q4 2022, closing a stake of 3,346 shares — an estimated $62K sold.

Bank Julius Baer & Co first reported a position in BLOK in Q4 2021 and held it in 4 quarters. The position peaked at $3.23M in Q4 2021. 186 funds tracked by Wall St. Rank hold BLOK as of Q4 2022.

  • Bank Julius Baer & Co reported no remaining Amplify Blockchain Technology ETF position as of Q4 2022 after selling out during the quarter.
  • Bank Julius Baer & Co sold 3,346 Amplify Blockchain Technology ETF shares in Q4 2022, an estimated $62K.
  • Bank Julius Baer & Co first reported a position in Amplify Blockchain Technology ETF in Q4 2021 and held it in 4 quarters.
  • Bank Julius Baer & Co's Amplify Blockchain Technology ETF position peaked at $3.23M in Q4 2021.
  • 186 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q4 2022.

Based on Bank Julius Baer & Co's 13F filing for Q4 2022, filed 24 Jan 2023.