GM
FFHG

GeoWealth Management’s Formula Folios Hedged Growth ETF FFHG Stock Holding History

GeoWealth Management’s Portfolio FFHG Stock Details FFHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-24,967
Closed -$648K – 240
2019
Q3 		$648K Buy
+24,967
New +$658K 0.15% 86

Other funds holding FFHG

FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PG
Prostatis Group Hanover, Maryland $391M AUM 20.37% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
LWM
Liberty Wealth Management Oakland, California $800M AUM 20.44% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

GeoWealth Management's FFHG Position: Q4 2019 in Review

GeoWealth Management sold out of Formula Folios Hedged Growth ETF (FFHG) in Q4 2019, closing a stake of 24,967 shares — an estimated $648K sold.

GeoWealth Management first reported a position in FFHG in Q3 2019 and held it in 1 quarter. The position peaked at $648K in Q3 2019. 11 funds tracked by Wall St. Rank hold FFHG as of Q4 2019.

  • GeoWealth Management reported no remaining Formula Folios Hedged Growth ETF position as of Q4 2019 after selling out during the quarter.
  • GeoWealth Management sold 24,967 Formula Folios Hedged Growth ETF shares in Q4 2019, an estimated $648K.
  • GeoWealth Management first reported a position in Formula Folios Hedged Growth ETF in Q3 2019 and held it in 1 quarter.
  • GeoWealth Management's Formula Folios Hedged Growth ETF position peaked at $648K in Q3 2019.
  • 11 funds tracked by Wall St. Rank held Formula Folios Hedged Growth ETF as of Q4 2019.

Based on GeoWealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.