Jim Simons’s MicroSectors FANG & Innovation -3x Inverse Leveraged ETN BERZ Stock Holding History

Jim Simons’s Portfolio BERZ Stock Details BERZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-130	Closed	-$102K	–	3709
2023 Q4	$102K	Sell	130 -64	-33%	-$72.7K	﹤0.01%	3296
2023 Q3	$289K	Buy	194 +141	+266%	+$196K	﹤0.01%	2942
2023 Q2	$78K	Buy	+53	New	+$124K	﹤0.01%	3521

Other funds holding BERZ

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Jim Simons's BERZ Position: Q1 2024 in Review

Jim Simons sold out of MicroSectors FANG & Innovation -3x Inverse Leveraged ETN (BERZ) in Q1 2024, closing a stake of 130 shares — an estimated $102K sold.

Jim Simons first reported a position in BERZ in Q2 2023 and held it in 3 quarters. The position peaked at $289K in Q3 2023. 5 funds tracked by Wall St. Rank hold BERZ as of Q1 2024.

Jim Simons reported no remaining MicroSectors FANG & Innovation -3x Inverse Leveraged ETN position as of Q1 2024 after selling out during the quarter.
Jim Simons sold 130 MicroSectors FANG & Innovation -3x Inverse Leveraged ETN shares in Q1 2024, an estimated $102K.
Jim Simons first reported a position in MicroSectors FANG & Innovation -3x Inverse Leveraged ETN in Q2 2023 and held it in 3 quarters.
Jim Simons's MicroSectors FANG & Innovation -3x Inverse Leveraged ETN position peaked at $289K in Q3 2023.
5 funds tracked by Wall St. Rank held MicroSectors FANG & Innovation -3x Inverse Leveraged ETN as of Q1 2024.

Based on Renaissance Technologies's 13F filing for Q1 2024, filed 13 May 2024.