LPWM
BLOK icon

Lake Point Wealth Management’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Lake Point 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
2019
Q1 		– Sell
-162
Closed -$2K – 692
2018
Q4 		$2K Buy
+162
New +$2.77K ﹤0.01% 665

Other funds holding BLOK

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
RCG
Ruggie Capital Group Tavares, Florida $1.94M AUM 7.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Lake Point Wealth Management's BLOK Position: Q1 2019 in Review

Lake Point Wealth Management sold out of Amplify Blockchain Technology ETF (BLOK) in Q1 2019, closing a stake of 162 shares — an estimated $2K sold.

Lake Point Wealth Management first reported a position in BLOK in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 54 funds tracked by Wall St. Rank hold BLOK as of Q1 2019.

  • Lake Point Wealth Management reported no remaining Amplify Blockchain Technology ETF position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 162 Amplify Blockchain Technology ETF shares in Q1 2019, an estimated $2K.
  • Lake Point Wealth Management first reported a position in Amplify Blockchain Technology ETF in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's Amplify Blockchain Technology ETF position peaked at $2K in Q4 2018.
  • 54 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.