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GeoWealth Management’s ProShares Ultra Russell2000 UWM Stock Holding History

GeoWealth Management’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
2019
Q4 		– Sell
-6,938
Closed -$224K – 210
2019
Q3 		$224K Buy
+6,938
New +$229K 0.05% 189

Other funds holding UWM

FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
CC
Cedar Capital Barrington, Illinois $54.9M AUM 33.3% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

GeoWealth Management's UWM Position: Q4 2019 in Review

GeoWealth Management sold out of ProShares Ultra Russell2000 (UWM) in Q4 2019, closing a stake of 6,938 shares — an estimated $224K sold.

GeoWealth Management first reported a position in UWM in Q3 2019 and held it in 1 quarter. The position peaked at $224K in Q3 2019. 42 funds tracked by Wall St. Rank hold UWM as of Q4 2019.

  • GeoWealth Management reported no remaining ProShares Ultra Russell2000 position as of Q4 2019 after selling out during the quarter.
  • GeoWealth Management sold 6,938 ProShares Ultra Russell2000 shares in Q4 2019, an estimated $224K.
  • GeoWealth Management first reported a position in ProShares Ultra Russell2000 in Q3 2019 and held it in 1 quarter.
  • GeoWealth Management's ProShares Ultra Russell2000 position peaked at $224K in Q3 2019.
  • 42 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q4 2019.

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