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Newbridge Financial Services Group’s ProShares Ultra Russell2000 UWM Stock Holding History

Newbridge Financial Services Group’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
Q1 		– Sell
-260
Closed -$8.1K – 1482
2022
Q4 		$8.1K Hold
260
– – ﹤0.01% 955
2022
Q3 		$7K Hold
260
– – ﹤0.01% 985
2022
Q2 		$8K Hold
260
– – 0.01% 931
2022
Q1 		$12K Hold
260
– – 0.01% 897
2021
Q4 		$14K Hold
260
– – 0.01% 844
2021
Q3 		$14K Hold
260
– – 0.01% 785
2021
Q2 		$16K Hold
260
– – 0.01% 850
2021
Q1 		$15K Buy
+260
New +$14.3K 0.01% 774

Other funds holding UWM

TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WWM
Windsor Wealth Management Indianapolis, Indiana $546M AUM 16.47% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 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
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $816M AUM 34.73% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Newbridge Financial Services Group's UWM Position: Q1 2023 in Review

Newbridge Financial Services Group sold out of ProShares Ultra Russell2000 (UWM) in Q1 2023, closing a stake of 260 shares — an estimated $8.1K sold.

Newbridge Financial Services Group first reported a position in UWM in Q1 2021 and held it in 8 quarters. The position peaked at $16K in Q2 2021. 41 funds tracked by Wall St. Rank hold UWM as of Q1 2023.

  • Newbridge Financial Services Group reported no remaining ProShares Ultra Russell2000 position as of Q1 2023 after selling out during the quarter.
  • Newbridge Financial Services Group sold 260 ProShares Ultra Russell2000 shares in Q1 2023, an estimated $8.1K.
  • Newbridge Financial Services Group first reported a position in ProShares Ultra Russell2000 in Q1 2021 and held it in 8 quarters.
  • Newbridge Financial Services Group's ProShares Ultra Russell2000 position peaked at $16K in Q2 2021.
  • 41 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q1 2023.

Based on Newbridge Financial Services Group's 13F filing for Q1 2023, filed 18 Apr 2023.