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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 $1.28T AUM 58.89% 1-Year Est. Return
CIC
Chase Investment Counsel Charlottesville, Virginia $474M AUM 95.11% 1-Year Est. Return
Tower Research Capital (TRC)
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
HRT Financial
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 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 $38.6B AUM 35.31% 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.