Oliver Lagore Vanvalin Investment Group’s ProShares Short Real Estate REK Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio REK Stock Details REK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,750	Closed	-$32.3K	–	801
2024 Q1	$32.3K	Hold	1,750	–	–	0.01%	286
2023 Q4	$31.9K	Buy	1,750 +1,500	+600%	+$31.3K	0.01%	259
2023 Q3	$5.47K	Hold	250	–	–	﹤0.01%	539
2023 Q2	$4.94K	Sell	250 -500	-67%	-$10.2K	﹤0.01%	568
2023 Q1	$15K	Buy	+750	New	+$14.7K	0.01%	327

Other funds holding REK

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

HCM

Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return

BCV

Banque Cantonale Vaudoise Lausanne, Switzerland $2.66B AUM 26.89% 1-Year Est. Return

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

CAS

Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

CPG

Custom Portfolio Group Englewood, Colorado $127M AUM

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's REK Position: Q2 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of ProShares Short Real Estate (REK) in Q2 2024, closing a stake of 1,750 shares — an estimated $32.3K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in REK in Q1 2023 and held it in 5 quarters. The position peaked at $32.3K in Q1 2024. 17 funds tracked by Wall St. Rank hold REK as of Q2 2024.

Oliver Lagore Vanvalin Investment Group reported no remaining ProShares Short Real Estate position as of Q2 2024 after selling out during the quarter.
Oliver Lagore Vanvalin Investment Group sold 1,750 ProShares Short Real Estate shares in Q2 2024, an estimated $32.3K.
Oliver Lagore Vanvalin Investment Group first reported a position in ProShares Short Real Estate in Q1 2023 and held it in 5 quarters.
Oliver Lagore Vanvalin Investment Group's ProShares Short Real Estate position peaked at $32.3K in Q1 2024.
17 funds tracked by Wall St. Rank held ProShares Short Real Estate as of Q2 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2024, filed 15 Aug 2024.