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Fernwood Investment Management’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Fernwood Investment 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
2024
Q2 		– Sell
-246
Closed -$8.96K – 250
2024
Q1 		$8.96K Buy
+246
New +$7.63K ﹤0.01% 583

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fernwood Investment Management's BLOK Position: Q2 2024 in Review

Fernwood Investment Management sold out of Amplify Blockchain Technology ETF (BLOK) in Q2 2024, closing a stake of 246 shares — an estimated $8.96K sold.

Fernwood Investment Management first reported a position in BLOK in Q1 2024 and held it in 1 quarter. The position peaked at $8.96K in Q1 2024. 195 funds tracked by Wall St. Rank hold BLOK as of Q2 2024.

  • Fernwood Investment Management reported no remaining Amplify Blockchain Technology ETF position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 246 Amplify Blockchain Technology ETF shares in Q2 2024, an estimated $8.96K.
  • Fernwood Investment Management first reported a position in Amplify Blockchain Technology ETF in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Amplify Blockchain Technology ETF position peaked at $8.96K in Q1 2024.
  • 195 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.