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Financial Gravity Asset Management’s ProShares Ultra NASDAQ Biotechnology BIB Stock Holding History

Financial Gravity Asset Management’s Portfolio BIB Stock Details BIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-8
Closed -$348 – 1973
2023
Q4 		$348 Hold
8
– – ﹤0.01% 1196
2023
Q3 		$348 Buy
+8
New +$411 ﹤0.01% 850

Other funds holding BIB

TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
CIC
Chase Investment Counsel Charlottesville, Virginia $381M AUM 69.8% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
WWM
Westwood Wealth Management Los Angeles, California $255M AUM 54.97% 1-Year Est. Return
TCBWMS
Texas Capital Bank Wealth Management Services Dallas, Texas $1.68B AUM 21.72% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
PWM
Palumbo Wealth Management Great Neck, New York $410M AUM 32.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Financial Gravity Asset Management's BIB Position: Q1 2024 in Review

Financial Gravity Asset Management sold out of ProShares Ultra NASDAQ Biotechnology (BIB) in Q1 2024, closing a stake of 8 shares — an estimated $348 sold.

Financial Gravity Asset Management first reported a position in BIB in Q3 2023 and held it in 2 quarters. The position peaked at $348 in Q4 2023. 21 funds tracked by Wall St. Rank hold BIB as of Q1 2024.

  • Financial Gravity Asset Management reported no remaining ProShares Ultra NASDAQ Biotechnology position as of Q1 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 8 ProShares Ultra NASDAQ Biotechnology shares in Q1 2024, an estimated $348.
  • Financial Gravity Asset Management first reported a position in ProShares Ultra NASDAQ Biotechnology in Q3 2023 and held it in 2 quarters.
  • Financial Gravity Asset Management's ProShares Ultra NASDAQ Biotechnology position peaked at $348 in Q4 2023.
  • 21 funds tracked by Wall St. Rank held ProShares Ultra NASDAQ Biotechnology as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.