1620 Investment Advisors’s ProShares Short S&P500 SH Stock Holding History

1620 Investment Advisors’s Portfolio SH Stock Details SH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-102	Closed	-$221K	–	129
2022 Q2	$221K	Buy	+102	New	+$6.3K	0.3%	109

Other funds holding SH

Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SFM

Stack Financial Management Whitefish, Montana $1.28B AUM 18.06% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LSA

L & S Advisors Los Angeles, California $967M AUM 68.8% 1-Year Est. Return

IAN

Integrated Advisors Network Dallas, Texas $2.18B AUM 30.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

RCS

Retirement Capital Strategies San Jose, California $288M AUM 17.43% 1-Year Est. Return

1620 Investment Advisors's SH Position: Q3 2022 in Review

1620 Investment Advisors sold out of ProShares Short S&P500 (SH) in Q3 2022, closing a stake of 102 shares — an estimated $221K sold.

1620 Investment Advisors first reported a position in SH in Q2 2022 and held it in 1 quarter. The position peaked at $221K in Q2 2022. 255 funds tracked by Wall St. Rank hold SH as of Q3 2022.

1620 Investment Advisors reported no remaining ProShares Short S&P500 position as of Q3 2022 after selling out during the quarter.
1620 Investment Advisors sold 102 ProShares Short S&P500 shares in Q3 2022, an estimated $221K.
1620 Investment Advisors first reported a position in ProShares Short S&P500 in Q2 2022 and held it in 1 quarter.
1620 Investment Advisors's ProShares Short S&P500 position peaked at $221K in Q2 2022.
255 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q3 2022.

Based on 1620 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.