Baystate Wealth Management’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Baystate Wealth Management’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
2023 Q4	$11.8K	Hold	396	–	–	﹤0.01%	687
2023 Q3	$7.9K	Hold	396	–	–	﹤0.01%	621
2023 Q2	$9.02K	Sell	396 -939	-70%	-$18.9K	﹤0.01%	591
2023 Q1	$25.8K	Buy	1,335 +246	+23%	+$4.47K	﹤0.01%	427
2022 Q4	$16K	Buy	1,089 +382	+54%	+$6.57K	﹤0.01%	494
2022 Q3	$13K	Buy	707 +174	+33%	+$3.65K	﹤0.01%	495
2022 Q2	$10K	Sell	533 -53	-9%	-$1.3K	﹤0.01%	545
2022 Q1	$20K	Buy	586 +412	+237%	+$14K	﹤0.01%	452
2021 Q4	$7K	Buy	+174	New	+$9.06K	﹤0.01%	607

Other funds holding BLOK

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

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

QAM

Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Baystate Wealth Management's BLOK Position: Q4 2023 in Review

Baystate Wealth Management held its Amplify Blockchain Technology ETF (BLOK) position steady in Q4 2023 at 396 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #687.

Baystate Wealth Management first reported a position in BLOK in Q4 2021 and has held it in 9 quarters since. The position peaked at $25.8K in Q1 2023. 195 funds tracked by Wall St. Rank hold BLOK as of Q4 2023.

Baystate Wealth Management held 396 shares of Amplify Blockchain Technology ETF worth $11.8K as of Q4 2023.
Baystate Wealth Management left its Amplify Blockchain Technology ETF share count unchanged in Q4 2023.
Amplify Blockchain Technology ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #687 holding.
Baystate Wealth Management first reported a position in Amplify Blockchain Technology ETF in Q4 2021 and has held it in 9 quarters since.
Baystate Wealth Management's Amplify Blockchain Technology ETF position peaked at $25.8K in Q1 2023.
195 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.