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

BerganKDV 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
2020
Q4 		– Sell
-3
Closed – – 945
2020
Q3 		$0 Buy
+3
New +$71 ﹤0.01% 912

Other funds holding BLOK

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PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $1.02B AUM 31.16% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BerganKDV Wealth Management's BLOK Position: Q4 2020 in Review

BerganKDV Wealth Management sold out of Amplify Blockchain Technology ETF (BLOK) in Q4 2020, closing a stake of 3 shares.

BerganKDV Wealth Management first reported a position in BLOK in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 83 funds tracked by Wall St. Rank hold BLOK as of Q4 2020.

  • BerganKDV Wealth Management reported no remaining Amplify Blockchain Technology ETF position as of Q4 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 3 Amplify Blockchain Technology ETF shares in Q4 2020.
  • BerganKDV Wealth Management first reported a position in Amplify Blockchain Technology ETF in Q3 2020 and held it in 1 quarter.
  • BerganKDV Wealth Management's Amplify Blockchain Technology ETF position peaked at $0 in Q3 2020.
  • 83 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q4 2020.

Based on BerganKDV Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.