HWA
MYY icon

HCR Wealth Advisors’s ProShares Short MidCap400 MYY Stock Holding History

HCR Wealth Advisors’s Portfolio MYY Stock Details MYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-200
Closed -$7K – 273
2020
Q3 		$7K Hold
200
– – ﹤0.01% 229
2020
Q2 		$8K Buy
+200
New +$8.69K ﹤0.01% 229

Other funds holding MYY

FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HCR Wealth Advisors's MYY Position: Q4 2020 in Review

HCR Wealth Advisors sold out of ProShares Short MidCap400 (MYY) in Q4 2020, closing a stake of 200 shares — an estimated $7K sold.

HCR Wealth Advisors first reported a position in MYY in Q2 2020 and held it in 2 quarters. The position peaked at $8K in Q2 2020. 9 funds tracked by Wall St. Rank hold MYY as of Q4 2020.

  • HCR Wealth Advisors reported no remaining ProShares Short MidCap400 position as of Q4 2020 after selling out during the quarter.
  • HCR Wealth Advisors sold 200 ProShares Short MidCap400 shares in Q4 2020, an estimated $7K.
  • HCR Wealth Advisors first reported a position in ProShares Short MidCap400 in Q2 2020 and held it in 2 quarters.
  • HCR Wealth Advisors's ProShares Short MidCap400 position peaked at $8K in Q2 2020.
  • 9 funds tracked by Wall St. Rank held ProShares Short MidCap400 as of Q4 2020.

Based on HCR Wealth Advisors's 13F filing for Q4 2020, filed 4 Feb 2021.