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Sterling Investment Advisors (Pennsylvania)’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
Q3 		– Sell
-115
Closed -$2K – 177
2022
Q2 		$2K Hold
115
– – ﹤0.01% 497
2022
Q1 		$4K Buy
115
+14
+14% +$474 ﹤0.01% 503
2021
Q4 		$4K Hold
101
– – ﹤0.01% 496
2021
Q3 		$5K Buy
101
+100
+10,000% +$4.69K ﹤0.01% 477
2021
Q2 		$0 Buy
+1
New +$49 ﹤0.01% 539

Other funds holding BLOK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MWM
MY Wealth Management Germantown, Maryland $103M AUM 8.96% 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
RBC
Rye Brook Capital Greenwich, Connecticut $143M AUM 33.65% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s BLOK Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Amplify Blockchain Technology ETF (BLOK) in Q3 2022, closing a stake of 115 shares — an estimated $2K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in BLOK in Q2 2021 and held it in 5 quarters. The position peaked at $5K in Q3 2021. 197 funds tracked by Wall St. Rank hold BLOK as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Amplify Blockchain Technology ETF position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 115 Amplify Blockchain Technology ETF shares in Q3 2022, an estimated $2K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Amplify Blockchain Technology ETF in Q2 2021 and held it in 5 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Amplify Blockchain Technology ETF position peaked at $5K in Q3 2021.
  • 197 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.