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Oliver Lagore Vanvalin Investment Group’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Oliver Lagore Vanvalin Investment 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
-71
Closed -$2.52K – 697
2024
Q2 		$2.52K Sell
71
-5
-7% -$168 ﹤0.01% 582
2024
Q1 		$2.75K Sell
76
-223
-75% -$6.91K ﹤0.01% 591
2023
Q4 		$8.91K Hold
299
– – ﹤0.01% 431
2023
Q3 		$5.95K Sell
299
-8
-3% -$184 ﹤0.01% 521
2023
Q2 		$6.98K Sell
307
-32
-9% -$643 ﹤0.01% 529
2023
Q1 		$6.56K Sell
339
-98
-22% -$1.78K ﹤0.01% 447
2022
Q4 		$6.61K Sell
437
-765
-64% -$13.2K ﹤0.01% 428
2022
Q3 		$22K Sell
1,202
-197
-14% -$4.13K 0.01% 243
2022
Q2 		$25K Sell
1,399
-555
-28% -$13.6K 0.01% 234
2022
Q1 		$66K Sell
1,954
-709,716
-100% -$24M 0.04% 159
2021
Q4 		$28.6M Buy
+711,670
New +$37.1M 2.05% 10

Other funds holding BLOK

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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

Oliver Lagore Vanvalin Investment Group's BLOK Position: Q3 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of Amplify Blockchain Technology ETF (BLOK) in Q3 2024, closing a stake of 71 shares — an estimated $2.52K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in BLOK in Q4 2021 and held it in 11 quarters. The position peaked at $28.6M in Q4 2021. 182 funds tracked by Wall St. Rank hold BLOK as of Q3 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Amplify Blockchain Technology ETF position as of Q3 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 71 Amplify Blockchain Technology ETF shares in Q3 2024, an estimated $2.52K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Amplify Blockchain Technology ETF in Q4 2021 and held it in 11 quarters.
  • Oliver Lagore Vanvalin Investment Group's Amplify Blockchain Technology ETF position peaked at $28.6M in Q4 2021.
  • 182 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q3 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q3 2024, filed 4 Nov 2024.