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Jacobi Capital Management’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Jacobi Capital 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
2021
Q4 		– Sell
-355
Closed -$16K – 529
2021
Q3 		$16K Hold
355
– – ﹤0.01% 934
2021
Q2 		$17K Buy
+355
New +$17.4K ﹤0.01% 876

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OLVIG
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Royal Bank of Canada
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RJA
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Commonwealth Equity Services
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
RBC
Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return

Jacobi Capital Management's BLOK Position: Q4 2021 in Review

Jacobi Capital Management sold out of Amplify Blockchain Technology ETF (BLOK) in Q4 2021, closing a stake of 355 shares — an estimated $16K sold.

Jacobi Capital Management first reported a position in BLOK in Q2 2021 and held it in 2 quarters. The position peaked at $17K in Q2 2021. 264 funds tracked by Wall St. Rank hold BLOK as of Q4 2021.

  • Jacobi Capital Management reported no remaining Amplify Blockchain Technology ETF position as of Q4 2021 after selling out during the quarter.
  • Jacobi Capital Management sold 355 Amplify Blockchain Technology ETF shares in Q4 2021, an estimated $16K.
  • Jacobi Capital Management first reported a position in Amplify Blockchain Technology ETF in Q2 2021 and held it in 2 quarters.
  • Jacobi Capital Management's Amplify Blockchain Technology ETF position peaked at $17K in Q2 2021.
  • 264 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.