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Alterity Financial Group’s ProShares Short S&P500 SH Stock Holding History

Alterity Financial 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
Q3 		– Sell
-4,206
Closed -$278K – 85
2022
Q2 		$278K Buy
+4,206
New +$260K 0.41% 63

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SFM
Stack Financial Management Whitefish, Montana $1.36B AUM 28.24% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LSA
L & S Advisors Los Angeles, California $795M AUM 52.77% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $299M AUM 18.98% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return

Alterity Financial Group's SH Position: Q3 2022 in Review

Alterity Financial Group sold out of ProShares Short S&P500 (SH) in Q3 2022, closing a stake of 4,206 shares — an estimated $278K sold.

Alterity Financial Group first reported a position in SH in Q2 2022 and held it in 1 quarter. The position peaked at $278K in Q2 2022. 255 funds tracked by Wall St. Rank hold SH as of Q3 2022.

  • Alterity Financial Group reported no remaining ProShares Short S&P500 position as of Q3 2022 after selling out during the quarter.
  • Alterity Financial Group sold 4,206 ProShares Short S&P500 shares in Q3 2022, an estimated $278K.
  • Alterity Financial Group first reported a position in ProShares Short S&P500 in Q2 2022 and held it in 1 quarter.
  • Alterity Financial Group's ProShares Short S&P500 position peaked at $278K in Q2 2022.
  • 255 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q3 2022.

Based on Alterity Financial Group's 13F filing for Q3 2022, filed 9 Nov 2022.