West Branch Capital’s ProShares UltraPro Russell2000 URTY Stock Holding History

West Branch Capital’s Portfolio URTY Stock Details URTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-264	Closed	-$9K	–	477
2022 Q3	$9K	Buy	+264	New	+$12.6K	0.01%	297

Other funds holding URTY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

MFA

Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

West Branch Capital's URTY Position: Q4 2022 in Review

West Branch Capital sold out of ProShares UltraPro Russell2000 (URTY) in Q4 2022, closing a stake of 264 shares — an estimated $9K sold.

West Branch Capital first reported a position in URTY in Q3 2022 and held it in 1 quarter. The position peaked at $9K in Q3 2022. 24 funds tracked by Wall St. Rank hold URTY as of Q4 2022.

West Branch Capital reported no remaining ProShares UltraPro Russell2000 position as of Q4 2022 after selling out during the quarter.
West Branch Capital sold 264 ProShares UltraPro Russell2000 shares in Q4 2022, an estimated $9K.
West Branch Capital first reported a position in ProShares UltraPro Russell2000 in Q3 2022 and held it in 1 quarter.
West Branch Capital's ProShares UltraPro Russell2000 position peaked at $9K in Q3 2022.
24 funds tracked by Wall St. Rank held ProShares UltraPro Russell2000 as of Q4 2022.

Based on West Branch Capital's 13F filing for Q4 2022, filed 27 Jan 2023.