EWM
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Evermay Wealth Management’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Evermay Wealth Management’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
Q1 		– Sell
-400
Closed -$6.05K – 546
2022
Q4 		$6.05K Hold
400
– – ﹤0.01% 446
2022
Q3 		$7K Hold
400
– – ﹤0.01% 427
2022
Q2 		$7K Hold
400
– – ﹤0.01% 423
2022
Q1 		$14K Buy
+400
New +$13.5K ﹤0.01% 385

Other funds holding BLOK

LPL Financial
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CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Morgan Stanley
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Evermay Wealth Management's BLOK Position: Q1 2023 in Review

Evermay Wealth Management sold out of Amplify Blockchain Technology ETF (BLOK) in Q1 2023, closing a stake of 400 shares — an estimated $6.05K sold.

Evermay Wealth Management first reported a position in BLOK in Q1 2022 and held it in 4 quarters. The position peaked at $14K in Q1 2022. 170 funds tracked by Wall St. Rank hold BLOK as of Q1 2023.

  • Evermay Wealth Management reported no remaining Amplify Blockchain Technology ETF position as of Q1 2023 after selling out during the quarter.
  • Evermay Wealth Management sold 400 Amplify Blockchain Technology ETF shares in Q1 2023, an estimated $6.05K.
  • Evermay Wealth Management first reported a position in Amplify Blockchain Technology ETF in Q1 2022 and held it in 4 quarters.
  • Evermay Wealth Management's Amplify Blockchain Technology ETF position peaked at $14K in Q1 2022.
  • 170 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q1 2023.

Based on Evermay Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.