Sargent Bickham Lagudis’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$66 Hold
2
﹤0.01% 1034
2022
Q3
$0 Hold
2
﹤0.01% 1129
2022
Q2
$0 Hold
2
﹤0.01% 1133
2022
Q1
$0 Hold
2
﹤0.01% 1021
2021
Q4
$0 Hold
2
﹤0.01% 1013
2021
Q3
$0 Hold
2
﹤0.01% 992
2021
Q2
$0 Hold
2
﹤0.01% 1003
2021
Q1
$0 Hold
2
﹤0.01% 984
2020
Q4
$0 Sell
2
-6
-75% -$197 ﹤0.01% 916
2020
Q3
$0 Hold
8
﹤0.01% 836
2020
Q2
$0 Hold
8
﹤0.01% 825
2020
Q1
$0 Buy
+8
New +$239 ﹤0.01% 923
2018
Q2
Sell
-420
Closed -$9K 801
2018
Q1
$9K Hold
420
﹤0.01% 611
2017
Q4
$10K Hold
420
﹤0.01% 613
2017
Q3
$8K Hold
420
﹤0.01% 647
2017
Q2
$7K Hold
420
﹤0.01% 628
2017
Q1
$7K Hold
420
﹤0.01% 632
2016
Q4
$6K Buy
+420
New +$5.3K ﹤0.01% 615

Other funds holding UPRO

Sargent Bickham Lagudis's UPRO Position: Q4 2022 in Review

Sargent Bickham Lagudis held its ProShares UltraPro S&P 500 (UPRO) position steady in Q4 2022 at 2 shares worth $66. The position accounts for ﹤0.01% of the portfolio, ranked #1034.

Sargent Bickham Lagudis first reported a position in UPRO in Q4 2016 and has held it in 18 quarters since. The position peaked at $10K in Q4 2017. 88 funds tracked by Wall St. Rank hold UPRO as of Q4 2022.

  • Sargent Bickham Lagudis held 2 shares of ProShares UltraPro S&P 500 worth $66 as of Q4 2022.
  • Sargent Bickham Lagudis left its ProShares UltraPro S&P 500 share count unchanged in Q4 2022.
  • ProShares UltraPro S&P 500 made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #1034 holding.
  • Sargent Bickham Lagudis first reported a position in ProShares UltraPro S&P 500 in Q4 2016 and has held it in 18 quarters since.
  • Sargent Bickham Lagudis's ProShares UltraPro S&P 500 position peaked at $10K in Q4 2017.
  • 88 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.