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Dowling & Yahnke’s iPath Series B S&P 500 VIX Short-Term Futures ETN VXX Stock Holding History

Dowling & Yahnke’s Portfolio VXX Stock Details VXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-180
Closed -$286K – 332
2020
Q3 		$286K Buy
+180
New +$320K 0.02% 271

Other funds holding VXX

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SA
Sicart Associates New York $389M AUM 42.46% 1-Year Est. Return

Dowling & Yahnke's VXX Position: Q4 2020 in Review

Dowling & Yahnke sold out of iPath Series B S&P 500 VIX Short-Term Futures ETN (VXX) in Q4 2020, closing a stake of 180 shares — an estimated $286K sold.

Dowling & Yahnke first reported a position in VXX in Q3 2020 and held it in 1 quarter. The position peaked at $286K in Q3 2020. 128 funds tracked by Wall St. Rank hold VXX as of Q4 2020.

  • Dowling & Yahnke reported no remaining iPath Series B S&P 500 VIX Short-Term Futures ETN position as of Q4 2020 after selling out during the quarter.
  • Dowling & Yahnke sold 180 iPath Series B S&P 500 VIX Short-Term Futures ETN shares in Q4 2020, an estimated $286K.
  • Dowling & Yahnke first reported a position in iPath Series B S&P 500 VIX Short-Term Futures ETN in Q3 2020 and held it in 1 quarter.
  • Dowling & Yahnke's iPath Series B S&P 500 VIX Short-Term Futures ETN position peaked at $286K in Q3 2020.
  • 128 funds tracked by Wall St. Rank held iPath Series B S&P 500 VIX Short-Term Futures ETN as of Q4 2020.

Based on Dowling & Yahnke's 13F filing for Q4 2020, filed 28 Jan 2021.