Westwood Holdings Group’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Westwood Holdings Group’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 Q3	–	Sell	-83,648	Closed	-$1.9M	–	457
2023 Q2	$1.9M	Sell	83,648 -1,210	-1%	-$24.3K	0.02%	303
2023 Q1	$1.64M	Sell	84,858 -7,318	-8%	-$133K	0.01%	316
2022 Q4	$1.39M	Sell	92,176 -10,810	-10%	-$186K	0.01%	326
2022 Q3	$1.9M	Buy	102,986 +2,810	+3%	+$58.9K	0.02%	270
2022 Q2	$1.82M	Sell	100,176 -14,419	-13%	-$353K	0.02%	295
2022 Q1	$3.92M	Buy	114,595 +62,702	+121%	+$2.12M	0.04%	258
2021 Q4	$2.08M	Sell	51,893 -259	-0.5%	-$13.5K	0.02%	289
2021 Q3	$2.33M	Buy	+52,152	New	+$2.44M	0.03%	276

Other funds holding BLOK

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Westwood Holdings Group's BLOK Position: Q3 2023 in Review

Westwood Holdings Group sold out of Amplify Blockchain Technology ETF (BLOK) in Q3 2023, closing a stake of 83,648 shares — an estimated $1.9M sold.

Westwood Holdings Group first reported a position in BLOK in Q3 2021 and held it in 8 quarters. The position peaked at $3.92M in Q1 2022. 161 funds tracked by Wall St. Rank hold BLOK as of Q3 2023.

Westwood Holdings Group reported no remaining Amplify Blockchain Technology ETF position as of Q3 2023 after selling out during the quarter.
Westwood Holdings Group sold 83,648 Amplify Blockchain Technology ETF shares in Q3 2023, an estimated $1.9M.
Westwood Holdings Group first reported a position in Amplify Blockchain Technology ETF in Q3 2021 and held it in 8 quarters.
Westwood Holdings Group's Amplify Blockchain Technology ETF position peaked at $3.92M in Q1 2022.
161 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q3 2023.

Based on Westwood Holdings Group's 13F filing for Q3 2023, filed 14 Nov 2023.