SIAP
ROM icon

Sterling Investment Advisors (Pennsylvania)’s ProShares Ultra Technology ROM Stock Holding History

Sterling Investment Advisors (Pennsylvania)’s Portfolio ROM Stock Details ROM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,200
Closed -$34K – 474
2020
Q3 		$34K Hold
1,200
– – 0.01% 250
2020
Q2 		$27K Hold
1,200
– – 0.01% 266
2020
Q1 		$16K Buy
+1,200
New +$23.5K 0.01% 289

Other funds holding ROM

HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CIC
Chase Investment Counsel Charlottesville, Virginia $381M AUM 69.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s ROM Position: Q4 2020 in Review

Sterling Investment Advisors (Pennsylvania) sold out of ProShares Ultra Technology (ROM) in Q4 2020, closing a stake of 1,200 shares — an estimated $34K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in ROM in Q1 2020 and held it in 3 quarters. The position peaked at $34K in Q3 2020. 56 funds tracked by Wall St. Rank hold ROM as of Q4 2020.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining ProShares Ultra Technology position as of Q4 2020 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 1,200 ProShares Ultra Technology shares in Q4 2020, an estimated $34K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in ProShares Ultra Technology in Q1 2020 and held it in 3 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s ProShares Ultra Technology position peaked at $34K in Q3 2020.
  • 56 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q4 2020.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 21 Jan 2021.