LWANC
BLOK icon

Laurel Wealth Advisors (North Carolina)’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Q2 		– Sell
-5
Closed -$97 – 590
2023
Q1 		$97 Hold
5
– – ﹤0.01% 574
2022
Q4 		$76 Buy
+5
New +$86 ﹤0.01% 559
2021
Q2 		– Sell
-40
Closed -$2K – 741
2021
Q1 		$2K Buy
+40
New +$1.94K ﹤0.01% 594

Other funds holding BLOK

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 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
MWM
MY Wealth Management Germantown, Maryland $103M AUM 8.96% 1-Year Est. Return
QAM
Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 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
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

Laurel Wealth Advisors (North Carolina)'s BLOK Position: Q2 2023 in Review

Laurel Wealth Advisors (North Carolina) sold out of Amplify Blockchain Technology ETF (BLOK) in Q2 2023, closing a stake of 5 shares — an estimated $97 sold.

Laurel Wealth Advisors (North Carolina) first reported a position in BLOK in Q1 2021 and held it in 3 quarters. The position peaked at $2K in Q1 2021. 178 funds tracked by Wall St. Rank hold BLOK as of Q2 2023.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Amplify Blockchain Technology ETF position as of Q2 2023 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 5 Amplify Blockchain Technology ETF shares in Q2 2023, an estimated $97.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Amplify Blockchain Technology ETF in Q1 2021 and held it in 3 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Amplify Blockchain Technology ETF position peaked at $2K in Q1 2021.
  • 178 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q2 2023.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2023, filed 15 Aug 2023.