RIM
BLCN

Rockbridge Investment Management’s Siren ETF Trust Siren NexGen Economy ETF BLCN Stock Holding History

Rockbridge Investment Management’s Portfolio BLCN Stock Details BLCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-50
Closed -$2K – 792
2021
Q3 		$2K Hold
50
– – ﹤0.01% 665
2021
Q2 		$2K Hold
50
– – ﹤0.01% 666
2021
Q1 		$2K Hold
50
– – ﹤0.01% 641
2020
Q4 		$2K Buy
+50
New +$1.85K ﹤0.01% 622

Other funds holding BLCN

AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IAP
Indie Asset Partners Carmel, Indiana $87.8M AUM 27.76% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HT
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

Rockbridge Investment Management's BLCN Position: Q4 2021 in Review

Rockbridge Investment Management sold out of Siren ETF Trust Siren NexGen Economy ETF (BLCN) in Q4 2021, closing a stake of 50 shares — an estimated $2K sold.

Rockbridge Investment Management first reported a position in BLCN in Q4 2020 and held it in 4 quarters. The position peaked at $2K in Q3 2021. 106 funds tracked by Wall St. Rank hold BLCN as of Q4 2021.

  • Rockbridge Investment Management reported no remaining Siren ETF Trust Siren NexGen Economy ETF position as of Q4 2021 after selling out during the quarter.
  • Rockbridge Investment Management sold 50 Siren ETF Trust Siren NexGen Economy ETF shares in Q4 2021, an estimated $2K.
  • Rockbridge Investment Management first reported a position in Siren ETF Trust Siren NexGen Economy ETF in Q4 2020 and held it in 4 quarters.
  • Rockbridge Investment Management's Siren ETF Trust Siren NexGen Economy ETF position peaked at $2K in Q3 2021.
  • 106 funds tracked by Wall St. Rank held Siren ETF Trust Siren NexGen Economy ETF as of Q4 2021.

Based on Rockbridge Investment Management's 13F filing for Q4 2021, filed 14 Feb 2022.