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Carroll Financial Associates’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Carroll Financial Associates’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
2021
Q4 		$36K Buy
748
+356
+91% +$18.5K ﹤0.01% 813
2021
Q3 		$17K Hold
392
– – ﹤0.01% 1033
2021
Q2 		$18K Sell
392
-582
-60% -$28.5K ﹤0.01% 1116
2021
Q1 		$54K Sell
974
-235
-19% -$11.4K ﹤0.01% 747
2020
Q4 		$42K Buy
+1,209
New +$34.3K ﹤0.01% 743
2019
Q4 		– Sell
-13
Closed – – 1538
2019
Q3 		$0 Buy
+13
New +$239 ﹤0.01% 1525

Other funds holding BLOK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
RBC
Rye Brook Capital Greenwich, Connecticut $143M AUM 33.65% 1-Year Est. Return

Carroll Financial Associates's BLOK Position: Q4 2021 in Review

Carroll Financial Associates increased its Amplify Blockchain Technology ETF (BLOK) stake by 91% in Q4 2021, buying an estimated $18.5K and bringing the position to 748 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #813.

Carroll Financial Associates first reported a position in BLOK in Q3 2019 and has held it in 6 quarters since. The position peaked at $54K in Q1 2021. 264 funds tracked by Wall St. Rank hold BLOK as of Q4 2021.

  • Carroll Financial Associates held 748 shares of Amplify Blockchain Technology ETF worth $36K as of Q4 2021.
  • Carroll Financial Associates bought 356 Amplify Blockchain Technology ETF shares in Q4 2021, an estimated $18.5K.
  • Amplify Blockchain Technology ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #813 holding.
  • Carroll Financial Associates first reported a position in Amplify Blockchain Technology ETF in Q3 2019 and has held it in 6 quarters since.
  • Carroll Financial Associates's Amplify Blockchain Technology ETF position peaked at $54K in Q1 2021.
  • 264 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.