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Godsey & Gibb Inc’s ProShares Ultra Technology ROM Stock Holding History

Godsey & Gibb Inc’s Portfolio ROM Stock Details ROM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-35
Closed -$1.37K – 372
2023
Q3 		$1.37K Hold
35
– – ﹤0.01% 314
2023
Q2 		$1.58K Buy
+35
New +$1.31K ﹤0.01% 342

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TFA
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CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
CCP
Clarity Capital Partners Newport Beach, California $280M AUM 25.04% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
RPCONE
Retirement Planning Company of New England Warwick, Rhode Island $246M AUM 27.83% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWP
Tyche Wealth Partners Plano, Texas $648M AUM 20.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Godsey & Gibb Inc's ROM Position: Q4 2023 in Review

Godsey & Gibb Inc sold out of ProShares Ultra Technology (ROM) in Q4 2023, closing a stake of 35 shares — an estimated $1.37K sold.

Godsey & Gibb Inc first reported a position in ROM in Q2 2023 and held it in 2 quarters. The position peaked at $1.58K in Q2 2023. 43 funds tracked by Wall St. Rank hold ROM as of Q4 2023.

  • Godsey & Gibb Inc reported no remaining ProShares Ultra Technology position as of Q4 2023 after selling out during the quarter.
  • Godsey & Gibb Inc sold 35 ProShares Ultra Technology shares in Q4 2023, an estimated $1.37K.
  • Godsey & Gibb Inc first reported a position in ProShares Ultra Technology in Q2 2023 and held it in 2 quarters.
  • Godsey & Gibb Inc's ProShares Ultra Technology position peaked at $1.58K in Q2 2023.
  • 43 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q4 2023.

Based on Godsey & Gibb Inc's 13F filing for Q4 2023, filed 16 Jan 2024.