Corient Private Wealth
UWM icon

Corient Private Wealth’s ProShares Ultra Russell2000 UWM Stock Holding History

Corient Private Wealth’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
2024
Q4 		– Sell
-57,524
Closed -$2.47M – 2548
2024
Q3 		$2.47M Buy
57,524
+28,712
+100% +$1.17M ﹤0.01% 1003
2024
Q2 		$1.05M Buy
28,812
+1,528
+6% +$57K ﹤0.01% 1300
2024
Q1 		$1.11M Buy
27,284
+1,215
+5% +$45.1K ﹤0.01% 1280
2023
Q4 		$992K Buy
+26,069
New +$802K ﹤0.01% 1287

Other funds holding UWM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $692M AUM 32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Corient Private Wealth's UWM Position: Q4 2024 in Review

Corient Private Wealth sold out of ProShares Ultra Russell2000 (UWM) in Q4 2024, closing a stake of 57,524 shares — an estimated $2.47M sold.

Corient Private Wealth first reported a position in UWM in Q4 2023 and held it in 4 quarters. The position peaked at $2.47M in Q3 2024. 68 funds tracked by Wall St. Rank hold UWM as of Q4 2024.

  • Corient Private Wealth reported no remaining ProShares Ultra Russell2000 position as of Q4 2024 after selling out during the quarter.
  • Corient Private Wealth sold 57,524 ProShares Ultra Russell2000 shares in Q4 2024, an estimated $2.47M.
  • Corient Private Wealth first reported a position in ProShares Ultra Russell2000 in Q4 2023 and held it in 4 quarters.
  • Corient Private Wealth's ProShares Ultra Russell2000 position peaked at $2.47M in Q3 2024.
  • 68 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q4 2024.

Based on Corient Private Wealth's 13F filing for Q4 2024, filed 10 Feb 2025.