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HCR Wealth Advisors’s ProShares Ultra NASDAQ Biotechnology BIB Stock Holding History

HCR Wealth Advisors’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
2021
Q1 		– Sell
-251
Closed -$22K – 182
2020
Q4 		$22K Buy
+251
New +$19.4K ﹤0.01% 230

Other funds holding BIB

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CIC
Chase Investment Counsel Charlottesville, Virginia $381M AUM 69.8% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
UMC
United Maritime Capital New York $15.2M AUM 45.42% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

HCR Wealth Advisors's BIB Position: Q1 2021 in Review

HCR Wealth Advisors sold out of ProShares Ultra NASDAQ Biotechnology (BIB) in Q1 2021, closing a stake of 251 shares — an estimated $22K sold.

HCR Wealth Advisors first reported a position in BIB in Q4 2020 and held it in 1 quarter. The position peaked at $22K in Q4 2020. 30 funds tracked by Wall St. Rank hold BIB as of Q1 2021.

  • HCR Wealth Advisors reported no remaining ProShares Ultra NASDAQ Biotechnology position as of Q1 2021 after selling out during the quarter.
  • HCR Wealth Advisors sold 251 ProShares Ultra NASDAQ Biotechnology shares in Q1 2021, an estimated $22K.
  • HCR Wealth Advisors first reported a position in ProShares Ultra NASDAQ Biotechnology in Q4 2020 and held it in 1 quarter.
  • HCR Wealth Advisors's ProShares Ultra NASDAQ Biotechnology position peaked at $22K in Q4 2020.
  • 30 funds tracked by Wall St. Rank held ProShares Ultra NASDAQ Biotechnology as of Q1 2021.

Based on HCR Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.