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Lee Financial’s ProShares Ultra Russell2000 UWM Stock Holding History

Lee Financial’s Portfolio UWM Stock Details UWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-25
Closed -$756 – 926
2023
Q3 		$756 Buy
+25
New +$858 ﹤0.01% 787

Other funds holding UWM

ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GIM
Guild Investment Management Los Angeles, California $140M AUM 28.67% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $816M AUM 34.73% 1-Year Est. Return
PGFC
Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return

Lee Financial's UWM Position: Q4 2023 in Review

Lee Financial sold out of ProShares Ultra Russell2000 (UWM) in Q4 2023, closing a stake of 25 shares — an estimated $756 sold.

Lee Financial first reported a position in UWM in Q3 2023 and held it in 1 quarter. The position peaked at $756 in Q3 2023. 48 funds tracked by Wall St. Rank hold UWM as of Q4 2023.

  • Lee Financial reported no remaining ProShares Ultra Russell2000 position as of Q4 2023 after selling out during the quarter.
  • Lee Financial sold 25 ProShares Ultra Russell2000 shares in Q4 2023, an estimated $756.
  • Lee Financial first reported a position in ProShares Ultra Russell2000 in Q3 2023 and held it in 1 quarter.
  • Lee Financial's ProShares Ultra Russell2000 position peaked at $756 in Q3 2023.
  • 48 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q4 2023.

Based on Lee Financial's 13F filing for Q4 2023, filed 8 Feb 2024.