SBL
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Sargent Bickham Lagudis’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Sargent Bickham Lagudis’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
2022
Q4 		$3K Hold
198
– – ﹤0.01% 863
2022
Q3 		$4K Hold
198
– – ﹤0.01% 796
2022
Q2 		$4K Hold
198
– – ﹤0.01% 814
2022
Q1 		$7K Buy
198
+24
+14% +$813 ﹤0.01% 746
2021
Q4 		$7K Buy
+174
New +$9.06K ﹤0.01% 754

Other funds holding BLOK

Jane Street
Jane Street New York $777B AUM 61.18% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Sargent Bickham Lagudis's BLOK Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Amplify Blockchain Technology ETF (BLOK) position steady in Q4 2022 at 198 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #863.

Sargent Bickham Lagudis first reported a position in BLOK in Q4 2021 and has held it in 5 quarters since. The position peaked at $7K in Q1 2022. 186 funds tracked by Wall St. Rank hold BLOK as of Q4 2022.

  • Sargent Bickham Lagudis held 198 shares of Amplify Blockchain Technology ETF worth $3K as of Q4 2022.
  • Sargent Bickham Lagudis left its Amplify Blockchain Technology ETF share count unchanged in Q4 2022.
  • Amplify Blockchain Technology ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #863 holding.
  • Sargent Bickham Lagudis first reported a position in Amplify Blockchain Technology ETF in Q4 2021 and has held it in 5 quarters since.
  • Sargent Bickham Lagudis's Amplify Blockchain Technology ETF position peaked at $7K in Q1 2022.
  • 186 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.