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Richard W. Paul & Associates’s ProShares UltraPro QQQ TQQQ Stock Holding History

Richard W. Paul & Associates’s Portfolio TQQQ Stock Details TQQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-292
Closed -$5.99K – 556
2023
Q2 		$5.99K Hold
292
– – ﹤0.01% 350
2023
Q1 		$4.13K Hold
292
– – ﹤0.01% 391
2022
Q4 		$2.53K Buy
+292
New +$2.96K ﹤0.01% 416

Other funds holding TQQQ

GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
PWM
Prosperity Wealth Management San Ramon, California $300M AUM 28.11% 1-Year Est. Return
TAA
TB Alternative Assets Grand Cayman, Cayman Islands $623M AUM 154.99% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Richard W. Paul & Associates's TQQQ Position: Q3 2023 in Review

Richard W. Paul & Associates sold out of ProShares UltraPro QQQ (TQQQ) in Q3 2023, closing a stake of 292 shares — an estimated $5.99K sold.

Richard W. Paul & Associates first reported a position in TQQQ in Q4 2022 and held it in 3 quarters. The position peaked at $5.99K in Q2 2023. 174 funds tracked by Wall St. Rank hold TQQQ as of Q3 2023.

  • Richard W. Paul & Associates reported no remaining ProShares UltraPro QQQ position as of Q3 2023 after selling out during the quarter.
  • Richard W. Paul & Associates sold 292 ProShares UltraPro QQQ shares in Q3 2023, an estimated $5.99K.
  • Richard W. Paul & Associates first reported a position in ProShares UltraPro QQQ in Q4 2022 and held it in 3 quarters.
  • Richard W. Paul & Associates's ProShares UltraPro QQQ position peaked at $5.99K in Q2 2023.
  • 174 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q3 2023.

Based on Richard W. Paul & Associates's 13F filing for Q3 2023, filed 12 Oct 2023.