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Whittier Trust’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Whittier Trust’s Portfolio UPRO Stock Details UPRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-20
Closed -$655 – 1640
2022
Q4 		$655 Hold
20
– – ﹤0.01% 1568
2022
Q3 		$1K Buy
+20
New +$802 ﹤0.01% 1640

Other funds holding UPRO

CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return
PWM
Prosperity Wealth Management San Ramon, California $300M AUM 28.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Whittier Trust's UPRO Position: Q1 2023 in Review

Whittier Trust sold out of ProShares UltraPro S&P 500 (UPRO) in Q1 2023, closing a stake of 20 shares — an estimated $655 sold.

Whittier Trust first reported a position in UPRO in Q3 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 84 funds tracked by Wall St. Rank hold UPRO as of Q1 2023.

  • Whittier Trust reported no remaining ProShares UltraPro S&P 500 position as of Q1 2023 after selling out during the quarter.
  • Whittier Trust sold 20 ProShares UltraPro S&P 500 shares in Q1 2023, an estimated $655.
  • Whittier Trust first reported a position in ProShares UltraPro S&P 500 in Q3 2022 and held it in 2 quarters.
  • Whittier Trust's ProShares UltraPro S&P 500 position peaked at $1K in Q3 2022.
  • 84 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q1 2023.

Based on Whittier Trust's 13F filing for Q1 2023, filed 21 Apr 2023.