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Stonehage Fleming Financial Services’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Stonehage Fleming Financial Services’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
2023
Q4 		– Sell
-950
Closed -$18.9K – 236
2023
Q3 		$18.9K Buy
+950
New +$21.8K ﹤0.01% 219
2022
Q3 		– Sell
-950
Closed -$17K – 205
2022
Q2 		$17K Buy
+950
New +$23.2K ﹤0.01% 225

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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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
QAM
Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Stonehage Fleming Financial Services's BLOK Position: Q4 2023 in Review

Stonehage Fleming Financial Services sold out of Amplify Blockchain Technology ETF (BLOK) in Q4 2023, closing a stake of 950 shares — an estimated $18.9K sold.

Stonehage Fleming Financial Services first reported a position in BLOK in Q2 2022 and held it in 2 quarters. The position peaked at $18.9K in Q3 2023. 195 funds tracked by Wall St. Rank hold BLOK as of Q4 2023.

  • Stonehage Fleming Financial Services reported no remaining Amplify Blockchain Technology ETF position as of Q4 2023 after selling out during the quarter.
  • Stonehage Fleming Financial Services sold 950 Amplify Blockchain Technology ETF shares in Q4 2023, an estimated $18.9K.
  • Stonehage Fleming Financial Services first reported a position in Amplify Blockchain Technology ETF in Q2 2022 and held it in 2 quarters.
  • Stonehage Fleming Financial Services's Amplify Blockchain Technology ETF position peaked at $18.9K in Q3 2023.
  • 195 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q4 2023.

Based on Stonehage Fleming Financial Services's 13F filing for Q4 2023, filed 14 Feb 2024.