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HCR Wealth Advisors’s ProShares Ultra Consumer Staples UGE Stock Holding History

HCR Wealth Advisors’s Portfolio UGE Stock Details UGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-3,272
Closed -$68K – 268
2020
Q4 		$68K Buy
+3,272
New +$57.1K 0.01% 196
2020
Q2 		– Sell
-2,400
Closed -$20K – 265
2020
Q1 		$20K Buy
+2,400
New +$29.1K 0.01% 194

Other funds holding UGE

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

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

HCR Wealth Advisors sold out of ProShares Ultra Consumer Staples (UGE) in Q1 2021, closing a stake of 3,272 shares — an estimated $68K sold.

HCR Wealth Advisors first reported a position in UGE in Q1 2020 and held it in 2 quarters. The position peaked at $68K in Q4 2020. 7 funds tracked by Wall St. Rank hold UGE as of Q1 2021.

  • HCR Wealth Advisors reported no remaining ProShares Ultra Consumer Staples position as of Q1 2021 after selling out during the quarter.
  • HCR Wealth Advisors sold 3,272 ProShares Ultra Consumer Staples shares in Q1 2021, an estimated $68K.
  • HCR Wealth Advisors first reported a position in ProShares Ultra Consumer Staples in Q1 2020 and held it in 2 quarters.
  • HCR Wealth Advisors's ProShares Ultra Consumer Staples position peaked at $68K in Q4 2020.
  • 7 funds tracked by Wall St. Rank held ProShares Ultra Consumer Staples as of Q1 2021.

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