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Cary Street Partners Investment Advisory’s ProShares Ultra S&P500 SSO Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio SSO Stock Details SSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-8,704
Closed -$160K – 803
2020
Q3 		$160K Buy
+8,704
New +$157K 0.03% 294

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PFG
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BCM
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GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.25B AUM 18.93% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cary Street Partners Investment Advisory's SSO Position: Q4 2020 in Review

Cary Street Partners Investment Advisory sold out of ProShares Ultra S&P500 (SSO) in Q4 2020, closing a stake of 8,704 shares — an estimated $160K sold.

Cary Street Partners Investment Advisory first reported a position in SSO in Q3 2020 and held it in 1 quarter. The position peaked at $160K in Q3 2020. 148 funds tracked by Wall St. Rank hold SSO as of Q4 2020.

  • Cary Street Partners Investment Advisory reported no remaining ProShares Ultra S&P500 position as of Q4 2020 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 8,704 ProShares Ultra S&P500 shares in Q4 2020, an estimated $160K.
  • Cary Street Partners Investment Advisory first reported a position in ProShares Ultra S&P500 in Q3 2020 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's ProShares Ultra S&P500 position peaked at $160K in Q3 2020.
  • 148 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q4 2020.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.