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Pasadena Private Wealth’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Pasadena Private Wealth’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
2021
Q4 		– Sell
-33,644
Closed -$1.5M – 118
2021
Q3 		$1.5M Sell
33,644
-19,010
-36% -$891K 0.53% 23
2021
Q2 		$2.51M Buy
+52,654
New +$2.58M 0.86% 24

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LPL Financial
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OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
RBC
Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return

Pasadena Private Wealth's BLOK Position: Q4 2021 in Review

Pasadena Private Wealth sold out of Amplify Blockchain Technology ETF (BLOK) in Q4 2021, closing a stake of 33,644 shares — an estimated $1.5M sold.

Pasadena Private Wealth first reported a position in BLOK in Q2 2021 and held it in 2 quarters. The position peaked at $2.51M in Q2 2021. 264 funds tracked by Wall St. Rank hold BLOK as of Q4 2021.

  • Pasadena Private Wealth reported no remaining Amplify Blockchain Technology ETF position as of Q4 2021 after selling out during the quarter.
  • Pasadena Private Wealth sold 33,644 Amplify Blockchain Technology ETF shares in Q4 2021, an estimated $1.5M.
  • Pasadena Private Wealth first reported a position in Amplify Blockchain Technology ETF in Q2 2021 and held it in 2 quarters.
  • Pasadena Private Wealth's Amplify Blockchain Technology ETF position peaked at $2.51M in Q2 2021.
  • 264 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q4 2021.

Based on Pasadena Private Wealth's 13F filing for Q4 2021, filed 14 Feb 2022.