1NWS
SDS icon

1 North Wealth Services’s ProShares UltraShort S&P500 SDS Stock Holding History

1 North Wealth Services’s Portfolio SDS Stock Details SDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$3K Hold
4
– – ﹤0.01% 301
2019
Q3 		$3K Buy
+4
New +$3.02K ﹤0.01% 266
2019
Q1 		$4K Hold
4
– – ﹤0.01% 215
2018
Q4 		$5K Buy
+4
New +$3.83K ﹤0.01% 194

Other funds holding SDS

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IAM
ICM Asset Management Spokane, Washington $18.1M AUM 30.29% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
SM
Southport Management Wilson, Wyoming $28.6M AUM 41.61% 1-Year Est. Return
HR
Hayden Royal Charlotte, North Carolina $42.7M AUM 33.86% 1-Year Est. Return

1 North Wealth Services's SDS Position: Q4 2019 in Review

1 North Wealth Services held its ProShares UltraShort S&P500 (SDS) position steady in Q4 2019 at 4 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #301.

1 North Wealth Services first reported a position in SDS in Q4 2018 and has held it in 4 quarters since. The position peaked at $5K in Q4 2018. 76 funds tracked by Wall St. Rank hold SDS as of Q4 2019.

  • 1 North Wealth Services held 4 shares of ProShares UltraShort S&P500 worth $3K as of Q4 2019.
  • 1 North Wealth Services left its ProShares UltraShort S&P500 share count unchanged in Q4 2019.
  • ProShares UltraShort S&P500 made up ﹤0.01% of 1 North Wealth Services's portfolio in Q4 2019, its #301 holding.
  • 1 North Wealth Services first reported a position in ProShares UltraShort S&P500 in Q4 2018 and has held it in 4 quarters since.
  • 1 North Wealth Services's ProShares UltraShort S&P500 position peaked at $5K in Q4 2018.
  • 76 funds tracked by Wall St. Rank held ProShares UltraShort S&P500 as of Q4 2019.

Based on 1 North Wealth Services's 13F filing for Q4 2019, filed 14 Feb 2020.