Laurel Wealth Advisors (North Carolina)’s ProShares Ultra Semiconductors USD Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2022 Q3	–	Sell	-880	Closed	-$4K	–	610
2022 Q2	$4K	Hold	880	–	–	﹤0.01%	479
2022 Q1	$9K	Hold	880	–	–	﹤0.01%	415
2021 Q4	$12K	Hold	880	–	–	﹤0.01%	401
2021 Q3	$8K	Hold	880	–	–	﹤0.01%	429
2021 Q2	$8K	Hold	880	–	–	﹤0.01%	491
2021 Q1	$7K	Hold	880	–	–	﹤0.01%	455
2020 Q4	$6K	Buy	+880	New	+$4.95K	﹤0.01%	463

Other funds holding USD

ARIS

Advanced Research Investment Solutions Los Angeles, California $160M AUM 5.55% 1-Year Est. Return

LWAC

Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return

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

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

RPCONE

Retirement Planning Company of New England Warwick, Rhode Island $246M AUM 27.83% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s USD Position: Q3 2022 in Review

Laurel Wealth Advisors (North Carolina) sold out of ProShares Ultra Semiconductors (USD) in Q3 2022, closing a stake of 880 shares — an estimated $4K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in USD in Q4 2020 and held it in 7 quarters. The position peaked at $12K in Q4 2021. 27 funds tracked by Wall St. Rank hold USD as of Q3 2022.

Laurel Wealth Advisors (North Carolina) reported no remaining ProShares Ultra Semiconductors position as of Q3 2022 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 880 ProShares Ultra Semiconductors shares in Q3 2022, an estimated $4K.
Laurel Wealth Advisors (North Carolina) first reported a position in ProShares Ultra Semiconductors in Q4 2020 and held it in 7 quarters.
Laurel Wealth Advisors (North Carolina)'s ProShares Ultra Semiconductors position peaked at $12K in Q4 2021.
27 funds tracked by Wall St. Rank held ProShares Ultra Semiconductors as of Q3 2022.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2022, filed 15 Nov 2022.