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

Beaird Harris 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	–	Sell	-27	Closed	-$539	–	605
2023 Q3	$539	Hold	27	–	–	﹤0.01%	415
2023 Q2	$615	Hold	27	–	–	﹤0.01%	417
2023 Q1	$523	Hold	27	–	–	﹤0.01%	439
2022 Q4	$408	Buy	+27	New	+$464	﹤0.01%	706

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

Beaird Harris Wealth Management's BLOK Position: Q4 2023 in Review

Beaird Harris Wealth Management sold out of Amplify Blockchain Technology ETF (BLOK) in Q4 2023, closing a stake of 27 shares — an estimated $539 sold.

Beaird Harris Wealth Management first reported a position in BLOK in Q4 2022 and held it in 4 quarters. The position peaked at $615 in Q2 2023. 195 funds tracked by Wall St. Rank hold BLOK as of Q4 2023.

Beaird Harris Wealth Management reported no remaining Amplify Blockchain Technology ETF position as of Q4 2023 after selling out during the quarter.
Beaird Harris Wealth Management sold 27 Amplify Blockchain Technology ETF shares in Q4 2023, an estimated $539.
Beaird Harris Wealth Management first reported a position in Amplify Blockchain Technology ETF in Q4 2022 and held it in 4 quarters.
Beaird Harris Wealth Management's Amplify Blockchain Technology ETF position peaked at $615 in Q2 2023.
195 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q4 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q4 2023, filed 27 Feb 2024.