NFSG
BLOK icon

Newbridge Financial Services Group’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Newbridge Financial Services Group’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
2024
Q3 		– Sell
-100
Closed -$3.55K – 706
2024
Q2 		$3.55K Hold
100
– – ﹤0.01% 893
2024
Q1 		$3.64K Buy
+100
New +$3.1K ﹤0.01% 928
2023
Q4 		– Sell
-100
Closed -$1.99K – 1179
2023
Q3 		$1.99K Buy
+100
New +$2.29K ﹤0.01% 1075

Other funds holding BLOK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Newbridge Financial Services Group's BLOK Position: Q3 2024 in Review

Newbridge Financial Services Group sold out of Amplify Blockchain Technology ETF (BLOK) in Q3 2024, closing a stake of 100 shares — an estimated $3.55K sold.

Newbridge Financial Services Group first reported a position in BLOK in Q3 2023 and held it in 3 quarters. The position peaked at $3.64K in Q1 2024. 182 funds tracked by Wall St. Rank hold BLOK as of Q3 2024.

  • Newbridge Financial Services Group reported no remaining Amplify Blockchain Technology ETF position as of Q3 2024 after selling out during the quarter.
  • Newbridge Financial Services Group sold 100 Amplify Blockchain Technology ETF shares in Q3 2024, an estimated $3.55K.
  • Newbridge Financial Services Group first reported a position in Amplify Blockchain Technology ETF in Q3 2023 and held it in 3 quarters.
  • Newbridge Financial Services Group's Amplify Blockchain Technology ETF position peaked at $3.64K in Q1 2024.
  • 182 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q3 2024.

Based on Newbridge Financial Services Group's 13F filing for Q3 2024, filed 12 Nov 2024.