Cerity Partners
BLOK icon

Cerity Partners’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Cerity Partners’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
Q2 		– Sell
-2,129
Closed -$1.13M – 1679
2023
Q1 		$1.13M Buy
+2,129
New +$38.6K ﹤0.01% 926
2022
Q1 		– Sell
-12,426
Closed -$499K – 953
2021
Q4 		$499K Hold
12,426
– – 0.01% 596
2021
Q3 		$555K Sell
12,426
-400
-3% -$18.7K 0.01% 440
2021
Q2 		$611K Buy
+12,826
New +$628K 0.01% 437

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Morgan Stanley
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MWM
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QAM
Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
MFG
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cerity Partners's BLOK Position: Q2 2023 in Review

Cerity Partners sold out of Amplify Blockchain Technology ETF (BLOK) in Q2 2023, closing a stake of 2,129 shares — an estimated $1.13M sold.

Cerity Partners first reported a position in BLOK in Q2 2021 and held it in 4 quarters. The position peaked at $1.13M in Q1 2023. 178 funds tracked by Wall St. Rank hold BLOK as of Q2 2023.

  • Cerity Partners reported no remaining Amplify Blockchain Technology ETF position as of Q2 2023 after selling out during the quarter.
  • Cerity Partners sold 2,129 Amplify Blockchain Technology ETF shares in Q2 2023, an estimated $1.13M.
  • Cerity Partners first reported a position in Amplify Blockchain Technology ETF in Q2 2021 and held it in 4 quarters.
  • Cerity Partners's Amplify Blockchain Technology ETF position peaked at $1.13M in Q1 2023.
  • 178 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q2 2023.

Based on Cerity Partners's 13F filing for Q2 2023, filed 14 Aug 2023.