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Axim Planning & Wealth’s ProShares Ultra Bloomberg Natural Gas BOIL Stock Holding History

Axim Planning & Wealth’s Portfolio BOIL Stock Details BOIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-947
Closed -$515K – 30
2023
Q3 		$515K Sell
947
-14,988
-94% -$9.11M 0.45% 12
2023
Q2 		$11M Buy
15,935
+291
+2% +$182K 9.88% 3
2023
Q1 		$11.3M Buy
+15,644
New +$22.3M 11.19% 3

Other funds holding BOIL

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
PA
Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
HWP
Hibernia Wealth Partners Baton Rouge, Louisiana $185M AUM 13.27% 1-Year Est. Return

Axim Planning & Wealth's BOIL Position: Q4 2023 in Review

Axim Planning & Wealth sold out of ProShares Ultra Bloomberg Natural Gas (BOIL) in Q4 2023, closing a stake of 947 shares — an estimated $515K sold.

Axim Planning & Wealth first reported a position in BOIL in Q1 2023 and held it in 3 quarters. The position peaked at $11.3M in Q1 2023. 34 funds tracked by Wall St. Rank hold BOIL as of Q4 2023.

  • Axim Planning & Wealth reported no remaining ProShares Ultra Bloomberg Natural Gas position as of Q4 2023 after selling out during the quarter.
  • Axim Planning & Wealth sold 947 ProShares Ultra Bloomberg Natural Gas shares in Q4 2023, an estimated $515K.
  • Axim Planning & Wealth first reported a position in ProShares Ultra Bloomberg Natural Gas in Q1 2023 and held it in 3 quarters.
  • Axim Planning & Wealth's ProShares Ultra Bloomberg Natural Gas position peaked at $11.3M in Q1 2023.
  • 34 funds tracked by Wall St. Rank held ProShares Ultra Bloomberg Natural Gas as of Q4 2023.

Based on Axim Planning & Wealth's 13F filing for Q4 2023, filed 25 Jan 2024.