Edmond de Rothschild Holding’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Edmond de Rothschild Holding’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	-2,062	Closed	-$39.9K	–	722
2023 Q1	$39.9K	Sell	2,062 -357	-15%	-$6.48K	﹤0.01%	608
2022 Q4	$36.6K	Hold	2,419	–	–	﹤0.01%	669
2022 Q3	$45K	Hold	2,419	–	–	﹤0.01%	668
2022 Q2	$44K	Sell	2,419 -3,058	-56%	-$74.8K	﹤0.01%	675
2022 Q1	$187K	Buy	5,477 +685	+14%	+$23.2K	﹤0.01%	505
2021 Q4	$193K	Buy	+4,792	New	+$250K	﹤0.01%	540
2021 Q1	–	Sell	-230	Closed	-$8K	–	728
2020 Q4	$8K	Buy	+230	New	+$6.53K	﹤0.01%	621
2019 Q2	–	Sell	-870	Closed	-$15K	–	588
2019 Q1	$15K	Hold	870	–	–	﹤0.01%	557
2018 Q4	$13K	Hold	870	–	–	﹤0.01%	627
2018 Q3	$18K	Hold	870	–	–	﹤0.01%	682
2018 Q2	$17K	Hold	870	–	–	﹤0.01%	689
2018 Q1	$17K	Buy	+870	New	+$17.3K	﹤0.01%	709

Other funds holding BLOK

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MWM

MY Wealth Management Germantown, Maryland $103M AUM 8.96% 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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Edmond de Rothschild Holding's BLOK Position: Q2 2023 in Review

Edmond de Rothschild Holding sold out of Amplify Blockchain Technology ETF (BLOK) in Q2 2023, closing a stake of 2,062 shares — an estimated $39.9K sold.

Edmond de Rothschild Holding first reported a position in BLOK in Q1 2018 and held it in 12 quarters. The position peaked at $193K in Q4 2021. 178 funds tracked by Wall St. Rank hold BLOK as of Q2 2023.

Edmond de Rothschild Holding reported no remaining Amplify Blockchain Technology ETF position as of Q2 2023 after selling out during the quarter.
Edmond de Rothschild Holding sold 2,062 Amplify Blockchain Technology ETF shares in Q2 2023, an estimated $39.9K.
Edmond de Rothschild Holding first reported a position in Amplify Blockchain Technology ETF in Q1 2018 and held it in 12 quarters.
Edmond de Rothschild Holding's Amplify Blockchain Technology ETF position peaked at $193K in Q4 2021.
178 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q2 2023.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2023, filed 9 Aug 2023.