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Allen Capital Group’s ProShares Short S&P500 SH Stock Holding History

Allen Capital Group’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
Q4 		– Sell
-6,249
Closed -$432K – 147
2022
Q3 		$432K Buy
+6,249
New +$391K 0.1% 116

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KWM
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OA
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MCP
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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Allen Capital Group's SH Position: Q4 2022 in Review

Allen Capital Group sold out of ProShares Short S&P500 (SH) in Q4 2022, closing a stake of 6,249 shares — an estimated $432K sold.

Allen Capital Group first reported a position in SH in Q3 2022 and held it in 1 quarter. The position peaked at $432K in Q3 2022. 256 funds tracked by Wall St. Rank hold SH as of Q4 2022.

  • Allen Capital Group reported no remaining ProShares Short S&P500 position as of Q4 2022 after selling out during the quarter.
  • Allen Capital Group sold 6,249 ProShares Short S&P500 shares in Q4 2022, an estimated $432K.
  • Allen Capital Group first reported a position in ProShares Short S&P500 in Q3 2022 and held it in 1 quarter.
  • Allen Capital Group's ProShares Short S&P500 position peaked at $432K in Q3 2022.
  • 256 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2022.

Based on Allen Capital Group's 13F filing for Q4 2022, filed 3 Feb 2023.