Cary Street Partners Investment Advisory’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Cary Street Partners Investment Advisory’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	-652	Closed	-$13K	–	766
2023 Q3	$13K	Hold	652	–	–	﹤0.01%	1225
2023 Q2	$14.8K	Buy	652 +2	+0.3%	+$40	﹤0.01%	1134
2023 Q1	$12.6K	Hold	650	–	–	﹤0.01%	1089
2022 Q4	$9.83K	Buy	+650	New	+$11.2K	﹤0.01%	1158
2020 Q4	–	Sell	-52	Closed	-$1K	–	413
2020 Q3	$1K	Buy	+52	New	+$1.22K	﹤0.01%	937

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 $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $49B AUM 25.55% 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

Cary Street Partners Investment Advisory's BLOK Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Amplify Blockchain Technology ETF (BLOK) in Q4 2023, closing a stake of 652 shares — an estimated $13K sold.

Cary Street Partners Investment Advisory first reported a position in BLOK in Q3 2020 and held it in 5 quarters. The position peaked at $14.8K in Q2 2023. 195 funds tracked by Wall St. Rank hold BLOK as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining Amplify Blockchain Technology ETF position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 652 Amplify Blockchain Technology ETF shares in Q4 2023, an estimated $13K.
Cary Street Partners Investment Advisory first reported a position in Amplify Blockchain Technology ETF in Q3 2020 and held it in 5 quarters.
Cary Street Partners Investment Advisory's Amplify Blockchain Technology ETF position peaked at $14.8K in Q2 2023.
195 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.