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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 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.