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

Other funds holding BLOK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OLVIG

Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

RBC

Rye Brook Capital Greenwich, Connecticut $143M AUM 33.65% 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.