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Montag & Associates’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Montag & Associates’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 		– Sell
-15
Closed – – 953
2022
Q3 		$0 Hold
15
– – ﹤0.01% 866
2022
Q2 		$0 Hold
15
– – ﹤0.01% 830
2022
Q1 		$1K Hold
15
– – ﹤0.01% 801
2021
Q4 		$1K Hold
15
– – ﹤0.01% 817
2021
Q3 		$1K Hold
15
– – ﹤0.01% 817
2021
Q2 		$1K Hold
15
– – ﹤0.01% 810
2021
Q1 		$1K Buy
+15
New +$729 ﹤0.01% 809

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Commonwealth Equity Services
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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
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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

Montag & Associates's BLOK Position: Q4 2022 in Review

Montag & Associates sold out of Amplify Blockchain Technology ETF (BLOK) in Q4 2022, closing a stake of 15 shares.

Montag & Associates first reported a position in BLOK in Q1 2021 and held it in 7 quarters. The position peaked at $1K in Q1 2022. 186 funds tracked by Wall St. Rank hold BLOK as of Q4 2022.

  • Montag & Associates reported no remaining Amplify Blockchain Technology ETF position as of Q4 2022 after selling out during the quarter.
  • Montag & Associates sold 15 Amplify Blockchain Technology ETF shares in Q4 2022.
  • Montag & Associates first reported a position in Amplify Blockchain Technology ETF in Q1 2021 and held it in 7 quarters.
  • Montag & Associates's Amplify Blockchain Technology ETF position peaked at $1K in Q1 2022.
  • 186 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q4 2022.

Based on Montag & Associates's 13F filing for Q4 2022, filed 2 Feb 2023.