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Atlas Private Wealth Advisors’s ProShares Ultra Russell2000 UWM Stock Holding History

Atlas Private Wealth Advisors’s Portfolio UWM Stock Details UWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-400
Closed -$11K – 792
2020
Q3 		$11K Hold
400
– – 0.01% 382
2020
Q2 		$10K Buy
+400
New +$8.37K 0.01% 410

Other funds holding UWM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $692M AUM 32% 1-Year Est. Return
SL
SWMG LLC Fort Worth, Texas $424M AUM 23.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Atlas Private Wealth Advisors's UWM Position: Q4 2020 in Review

Atlas Private Wealth Advisors sold out of ProShares Ultra Russell2000 (UWM) in Q4 2020, closing a stake of 400 shares — an estimated $11K sold.

Atlas Private Wealth Advisors first reported a position in UWM in Q2 2020 and held it in 2 quarters. The position peaked at $11K in Q3 2020. 61 funds tracked by Wall St. Rank hold UWM as of Q4 2020.

  • Atlas Private Wealth Advisors reported no remaining ProShares Ultra Russell2000 position as of Q4 2020 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 400 ProShares Ultra Russell2000 shares in Q4 2020, an estimated $11K.
  • Atlas Private Wealth Advisors first reported a position in ProShares Ultra Russell2000 in Q2 2020 and held it in 2 quarters.
  • Atlas Private Wealth Advisors's ProShares Ultra Russell2000 position peaked at $11K in Q3 2020.
  • 61 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q4 2020.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2020, filed 29 Jan 2021.