Texas Capital Bank Wealth Management Services’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
2023
Q4
Sell
-10,000
Closed -$36K 225
2023
Q3
$36K Buy
+10,000
New +$471K ﹤0.01% 205

Other funds holding UPRO

Texas Capital Bank Wealth Management Services's UPRO Position: Q4 2023 in Review

Texas Capital Bank Wealth Management Services sold out of ProShares UltraPro S&P 500 (UPRO) in Q4 2023, closing a stake of 10,000 shares — an estimated $36K sold.

Texas Capital Bank Wealth Management Services first reported a position in UPRO in Q3 2023 and held it in 1 quarter. The position peaked at $36K in Q3 2023. 101 funds tracked by Wall St. Rank hold UPRO as of Q4 2023.

  • Texas Capital Bank Wealth Management Services reported no remaining ProShares UltraPro S&P 500 position as of Q4 2023 after selling out during the quarter.
  • Texas Capital Bank Wealth Management Services sold 10,000 ProShares UltraPro S&P 500 shares in Q4 2023, an estimated $36K.
  • Texas Capital Bank Wealth Management Services first reported a position in ProShares UltraPro S&P 500 in Q3 2023 and held it in 1 quarter.
  • Texas Capital Bank Wealth Management Services's ProShares UltraPro S&P 500 position peaked at $36K in Q3 2023.
  • 101 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q4 2023.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q4 2023, filed 8 Feb 2024.