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Institutional & Family Asset Management’s ProShares Ultra Semiconductors USD Stock Holding History

Institutional & Family Asset Management’s Portfolio USD Stock Details USD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-4,132
Closed -$35K – 940
2021
Q3 		$35K Buy
+4,132
New +$37K 0.01% 384

Other funds holding USD

ARIS
Advanced Research Investment Solutions Los Angeles, California $160M AUM 5.55% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
LWAC
Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return
EAM
EFG Asset Management Portland, Oregon $773M AUM 40.1% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
RPCONE
Retirement Planning Company of New England Warwick, Rhode Island $278M AUM 38.65% 1-Year Est. Return

Institutional & Family Asset Management's USD Position: Q4 2021 in Review

Institutional & Family Asset Management sold out of ProShares Ultra Semiconductors (USD) in Q4 2021, closing a stake of 4,132 shares — an estimated $35K sold.

Institutional & Family Asset Management first reported a position in USD in Q3 2021 and held it in 1 quarter. The position peaked at $35K in Q3 2021. 42 funds tracked by Wall St. Rank hold USD as of Q4 2021.

  • Institutional & Family Asset Management reported no remaining ProShares Ultra Semiconductors position as of Q4 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 4,132 ProShares Ultra Semiconductors shares in Q4 2021, an estimated $35K.
  • Institutional & Family Asset Management first reported a position in ProShares Ultra Semiconductors in Q3 2021 and held it in 1 quarter.
  • Institutional & Family Asset Management's ProShares Ultra Semiconductors position peaked at $35K in Q3 2021.
  • 42 funds tracked by Wall St. Rank held ProShares Ultra Semiconductors as of Q4 2021.

Based on Institutional & Family Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.