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TCI Wealth Advisors’s Amplify Blockchain Technology ETF BLOK Stock Holding History

TCI Wealth Advisors’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
Q1 		– Sell
-59
Closed -$892 – 2533
2022
Q4 		$892 Sell
59
-56
-49% -$963 ﹤0.01% 2128
2022
Q3 		$2K Hold
115
– – ﹤0.01% 1900
2022
Q2 		$2K Sell
115
-24
-17% -$587 ﹤0.01% 1966
2022
Q1 		$5K Hold
139
– – ﹤0.01% 1503
2021
Q4 		$6K Hold
139
– – ﹤0.01% 1504
2021
Q3 		$6K Sell
139
-50
-26% -$2.34K ﹤0.01% 1426
2021
Q2 		$9K Hold
189
– – ﹤0.01% 1014
2021
Q1 		$11K Buy
+189
New +$9.19K ﹤0.01% 797

Other funds holding BLOK

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
MY Wealth Management Germantown, Maryland $103M AUM 8.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

TCI Wealth Advisors's BLOK Position: Q1 2023 in Review

TCI Wealth Advisors sold out of Amplify Blockchain Technology ETF (BLOK) in Q1 2023, closing a stake of 59 shares — an estimated $892 sold.

TCI Wealth Advisors first reported a position in BLOK in Q1 2021 and held it in 8 quarters. The position peaked at $11K in Q1 2021. 170 funds tracked by Wall St. Rank hold BLOK as of Q1 2023.

  • TCI Wealth Advisors reported no remaining Amplify Blockchain Technology ETF position as of Q1 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 59 Amplify Blockchain Technology ETF shares in Q1 2023, an estimated $892.
  • TCI Wealth Advisors first reported a position in Amplify Blockchain Technology ETF in Q1 2021 and held it in 8 quarters.
  • TCI Wealth Advisors's Amplify Blockchain Technology ETF position peaked at $11K in Q1 2021.
  • 170 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.