VitalStone Financial’s Amplify Blockchain Technology ETF BLOK Stock Holding History

VitalStone Financial’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
2024 Q3	$218K	Sell	5,807 -1,044	-15%	-$37.4K	0.15%	99
2024 Q2	$243K	Sell	6,851 -21,205	-76%	-$711K	0.18%	99
2024 Q1	$1.02M	Buy	28,056 +22,180	+377%	+$688K	0.78%	29
2023 Q4	$175K	Buy	5,876 +4,596	+359%	+$108K	0.14%	102
2023 Q3	$28K	Hold	1,280	–	–	0.02%	169
2023 Q2	$26K	Buy	1,280 +280	+28%	+$5.63K	0.01%	474
2023 Q1	$40K	Sell	1,000 -280	-22%	-$5.08K	0.03%	117
2022 Q4	$19K	Buy	+1,280	New	+$22K	0.01%	275

Other funds holding BLOK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

VitalStone Financial's BLOK Position: Q3 2024 in Review

VitalStone Financial reduced its Amplify Blockchain Technology ETF (BLOK) stake by 15% in Q3 2024, selling an estimated $37.4K and leaving 5,807 shares worth $218K. The position accounts for 0.15% of the portfolio, ranked #99.

VitalStone Financial first reported a position in BLOK in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.02M in Q1 2024. 182 funds tracked by Wall St. Rank hold BLOK as of Q3 2024.

VitalStone Financial held 5,807 shares of Amplify Blockchain Technology ETF worth $218K as of Q3 2024.
VitalStone Financial sold 1,044 Amplify Blockchain Technology ETF shares in Q3 2024, an estimated $37.4K.
Amplify Blockchain Technology ETF made up 0.15% of VitalStone Financial's portfolio in Q3 2024, its #99 holding.
VitalStone Financial first reported a position in Amplify Blockchain Technology ETF in Q4 2022 and has held it in 8 quarters since.
VitalStone Financial's Amplify Blockchain Technology ETF position peaked at $1.02M in Q1 2024.
182 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.