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Baldwin Wealth Partners’s ProShares VIX Short-Term Futures ETF VIXY Stock Holding History

Baldwin Wealth Partners’s Portfolio VIXY Stock Details VIXY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-13
Closed -$20K – 567
2020
Q3 		$20K Buy
+13
New +$23.7K ﹤0.01% 387

Other funds holding VIXY

CCM
CloudAlpha Capital Management Hong Kong $2.93B AUM 345.92% 1-Year Est. Return
SAM
Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HW
Hamilton Wealth Encino, California $513M AUM 33.8% 1-Year Est. Return
LWAC
Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Baldwin Wealth Partners's VIXY Position: Q4 2020 in Review

Baldwin Wealth Partners sold out of ProShares VIX Short-Term Futures ETF (VIXY) in Q4 2020, closing a stake of 13 shares — an estimated $20K sold.

Baldwin Wealth Partners first reported a position in VIXY in Q3 2020 and held it in 1 quarter. The position peaked at $20K in Q3 2020. 44 funds tracked by Wall St. Rank hold VIXY as of Q4 2020.

  • Baldwin Wealth Partners reported no remaining ProShares VIX Short-Term Futures ETF position as of Q4 2020 after selling out during the quarter.
  • Baldwin Wealth Partners sold 13 ProShares VIX Short-Term Futures ETF shares in Q4 2020, an estimated $20K.
  • Baldwin Wealth Partners first reported a position in ProShares VIX Short-Term Futures ETF in Q3 2020 and held it in 1 quarter.
  • Baldwin Wealth Partners's ProShares VIX Short-Term Futures ETF position peaked at $20K in Q3 2020.
  • 44 funds tracked by Wall St. Rank held ProShares VIX Short-Term Futures ETF as of Q4 2020.

Based on Baldwin Wealth Partners's 13F filing for Q4 2020, filed 12 Jan 2021.