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Institutional & Family Asset Management’s ProShares Ultra Silver AGQ Stock Holding History

Institutional & Family Asset Management’s Portfolio AGQ Stock Details AGQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-100
Closed -$4K – 862
2020
Q3 		$4K Buy
+100
New +$4.96K ﹤0.01% 604

Other funds holding AGQ

HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
EWA
Evolution Wealth Advisors Aventura, Florida $981M AUM 21.2% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
TMC
Trellus Management Company Delray Beach, Florida $72.8M AUM 4.5% 1-Year Est. Return

Institutional & Family Asset Management's AGQ Position: Q4 2020 in Review

Institutional & Family Asset Management sold out of ProShares Ultra Silver (AGQ) in Q4 2020, closing a stake of 100 shares — an estimated $4K sold.

Institutional & Family Asset Management first reported a position in AGQ in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 37 funds tracked by Wall St. Rank hold AGQ as of Q4 2020.

  • Institutional & Family Asset Management reported no remaining ProShares Ultra Silver position as of Q4 2020 after selling out during the quarter.
  • Institutional & Family Asset Management sold 100 ProShares Ultra Silver shares in Q4 2020, an estimated $4K.
  • Institutional & Family Asset Management first reported a position in ProShares Ultra Silver in Q3 2020 and held it in 1 quarter.
  • Institutional & Family Asset Management's ProShares Ultra Silver position peaked at $4K in Q3 2020.
  • 37 funds tracked by Wall St. Rank held ProShares Ultra Silver as of Q4 2020.

Based on Institutional & Family Asset Management's 13F filing for Q4 2020, filed 3 Feb 2021.