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HCR Wealth Advisors’s ProShares Ultra Consumer Discretionary UCC Stock Holding History

HCR Wealth Advisors’s Portfolio UCC Stock Details UCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2,130
Closed -$93K – 267
2020
Q4 		$93K Buy
+2,130
New +$83.3K 0.02% 189
2020
Q2 		– Sell
-1,600
Closed -$29K – 264
2020
Q1 		$29K Buy
+1,600
New +$42.6K 0.01% 188

Other funds holding UCC

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
MRCM
M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return

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

HCR Wealth Advisors sold out of ProShares Ultra Consumer Discretionary (UCC) in Q1 2021, closing a stake of 2,130 shares — an estimated $93K sold.

HCR Wealth Advisors first reported a position in UCC in Q1 2020 and held it in 2 quarters. The position peaked at $93K in Q4 2020. 9 funds tracked by Wall St. Rank hold UCC as of Q1 2021.

  • HCR Wealth Advisors reported no remaining ProShares Ultra Consumer Discretionary position as of Q1 2021 after selling out during the quarter.
  • HCR Wealth Advisors sold 2,130 ProShares Ultra Consumer Discretionary shares in Q1 2021, an estimated $93K.
  • HCR Wealth Advisors first reported a position in ProShares Ultra Consumer Discretionary in Q1 2020 and held it in 2 quarters.
  • HCR Wealth Advisors's ProShares Ultra Consumer Discretionary position peaked at $93K in Q4 2020.
  • 9 funds tracked by Wall St. Rank held ProShares Ultra Consumer Discretionary as of Q1 2021.

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