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Tevis Investment Management’s ProShares Ultra Financials UYG Stock Holding History

Tevis Investment Management’s Portfolio UYG Stock Details UYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-150
Closed -$6K – 475
2022
Q2 		$6K Hold
150
– – 0.01% 415
2022
Q1 		$9K Hold
150
– – 0.01% 400
2021
Q4 		$10K Buy
+150
New +$10.4K 0.01% 434

Other funds holding UYG

TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
PFA
Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
9WM
9258 Wealth Management Blue Ash, Ohio $677M AUM 39.46% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Tevis Investment Management's UYG Position: Q3 2022 in Review

Tevis Investment Management sold out of ProShares Ultra Financials (UYG) in Q3 2022, closing a stake of 150 shares — an estimated $6K sold.

Tevis Investment Management first reported a position in UYG in Q4 2021 and held it in 3 quarters. The position peaked at $10K in Q4 2021. 48 funds tracked by Wall St. Rank hold UYG as of Q3 2022.

  • Tevis Investment Management reported no remaining ProShares Ultra Financials position as of Q3 2022 after selling out during the quarter.
  • Tevis Investment Management sold 150 ProShares Ultra Financials shares in Q3 2022, an estimated $6K.
  • Tevis Investment Management first reported a position in ProShares Ultra Financials in Q4 2021 and held it in 3 quarters.
  • Tevis Investment Management's ProShares Ultra Financials position peaked at $10K in Q4 2021.
  • 48 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q3 2022.

Based on Tevis Investment Management's 13F filing for Q3 2022, filed 7 Nov 2022.