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Concord Wealth Partners’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Concord Wealth 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
Q4 		– Sell
-19
Closed -$379 – 841
2023
Q3 		$379 Hold
19
– – ﹤0.01% 994
2023
Q2 		$432 Hold
19
– – ﹤0.01% 997
2023
Q1 		$368 Hold
19
– – ﹤0.01% 946
2022
Q4 		$287 Buy
+19
New +$327 ﹤0.01% 1188

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CI
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TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
QAM
Q3 Asset Management Birmingham, Michigan $546M AUM 24.97% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Concord Wealth Partners's BLOK Position: Q4 2023 in Review

Concord Wealth Partners sold out of Amplify Blockchain Technology ETF (BLOK) in Q4 2023, closing a stake of 19 shares — an estimated $379 sold.

Concord Wealth Partners first reported a position in BLOK in Q4 2022 and held it in 4 quarters. The position peaked at $432 in Q2 2023. 196 funds tracked by Wall St. Rank hold BLOK as of Q4 2023.

  • Concord Wealth Partners reported no remaining Amplify Blockchain Technology ETF position as of Q4 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 19 Amplify Blockchain Technology ETF shares in Q4 2023, an estimated $379.
  • Concord Wealth Partners first reported a position in Amplify Blockchain Technology ETF in Q4 2022 and held it in 4 quarters.
  • Concord Wealth Partners's Amplify Blockchain Technology ETF position peaked at $432 in Q2 2023.
  • 196 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.