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WealthStone’s Amplify Blockchain Technology ETF BLOK Stock Holding History

WealthStone’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
2020
Q3 		– Sell
-37,200
Closed -$751K – 208
2020
Q2 		$751K Buy
+37,200
New +$688K 0.36% 39

Other funds holding BLOK

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
WMA
Wealth Management Associates Cherry Hill, New Jersey $290M AUM 30.1% 1-Year Est. Return

WealthStone's BLOK Position: Q3 2020 in Review

WealthStone sold out of Amplify Blockchain Technology ETF (BLOK) in Q3 2020, closing a stake of 37,200 shares — an estimated $751K sold.

WealthStone first reported a position in BLOK in Q2 2020 and held it in 1 quarter. The position peaked at $751K in Q2 2020. 53 funds tracked by Wall St. Rank hold BLOK as of Q3 2020.

  • WealthStone reported no remaining Amplify Blockchain Technology ETF position as of Q3 2020 after selling out during the quarter.
  • WealthStone sold 37,200 Amplify Blockchain Technology ETF shares in Q3 2020, an estimated $751K.
  • WealthStone first reported a position in Amplify Blockchain Technology ETF in Q2 2020 and held it in 1 quarter.
  • WealthStone's Amplify Blockchain Technology ETF position peaked at $751K in Q2 2020.
  • 53 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q3 2020.

Based on WealthStone's 13F filing for Q3 2020, filed 9 Nov 2020.