Fulcrum Equity Management’s iPath Series B S&P 500 VIX Short-Term Futures ETN VXX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-9,427
Closed -$4.2M 209
2021
Q3
$4.2M Buy
+9,427
New +$4.23M 1.63% 12
2021
Q1
Sell
-2,202
Closed -$2.37M 212
2020
Q4
$2.37M Buy
2,202
+1,024
+87% +$1.33M 0.94% 33
2020
Q3
$1.88M Buy
1,178
+527
+81% +$936K 0.87% 36
2020
Q2
$1.42M Buy
+651
New +$1.57M 0.67% 32

Other funds holding VXX

Fulcrum Equity Management's VXX Position: Q4 2021 in Review

Fulcrum Equity Management sold out of iPath Series B S&P 500 VIX Short-Term Futures ETN (VXX) in Q4 2021, closing a stake of 9,427 shares — an estimated $4.2M sold.

Fulcrum Equity Management first reported a position in VXX in Q2 2020 and held it in 4 quarters. The position peaked at $4.2M in Q3 2021. 94 funds tracked by Wall St. Rank hold VXX as of Q4 2021.

  • Fulcrum Equity Management reported no remaining iPath Series B S&P 500 VIX Short-Term Futures ETN position as of Q4 2021 after selling out during the quarter.
  • Fulcrum Equity Management sold 9,427 iPath Series B S&P 500 VIX Short-Term Futures ETN shares in Q4 2021, an estimated $4.2M.
  • Fulcrum Equity Management first reported a position in iPath Series B S&P 500 VIX Short-Term Futures ETN in Q2 2020 and held it in 4 quarters.
  • Fulcrum Equity Management's iPath Series B S&P 500 VIX Short-Term Futures ETN position peaked at $4.2M in Q3 2021.
  • 94 funds tracked by Wall St. Rank held iPath Series B S&P 500 VIX Short-Term Futures ETN as of Q4 2021.

Based on Fulcrum Equity Management's 13F filing for Q4 2021, filed 25 Jan 2022.