HWMA
BLOK icon

Heritage Wealth Management (Arizona)’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$27.2K Buy
1,800
+880
+96% +$15.1K ﹤0.01% 603
2022
Q3 		$17K Hold
920
– – 0.01% 560
2022
Q2 		$16.7K Hold
920
– – 0.01% 570
2022
Q1 		$31K Buy
+920
New +$31.2K 0.01% 533
2021
Q3 		$17K Hold
370
– – 0.01% 576
2021
Q2 		$18K Hold
370
– – 0.01% 568
2021
Q1 		$21K Buy
+370
New +$18K 0.01% 482

Other funds holding BLOK

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MML Investors Services
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s BLOK Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Amplify Blockchain Technology ETF (BLOK) stake by 96% in Q4 2022, buying an estimated $15.1K and bringing the position to 1,800 shares worth $27.2K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

Heritage Wealth Management (Arizona) first reported a position in BLOK in Q1 2021 and has held it in 7 quarters since. The position peaked at $31K in Q1 2022. 186 funds tracked by Wall St. Rank hold BLOK as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 1,800 shares of Amplify Blockchain Technology ETF worth $27.2K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 880 Amplify Blockchain Technology ETF shares in Q4 2022, an estimated $15.1K.
  • Amplify Blockchain Technology ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #603 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Amplify Blockchain Technology ETF in Q1 2021 and has held it in 7 quarters since.
  • Heritage Wealth Management (Arizona)'s Amplify Blockchain Technology ETF position peaked at $31K in Q1 2022.
  • 186 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.