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Atticus Wealth Management’s ProShares Trust Short MSCI EAFE EFZ Stock Holding History

Atticus Wealth Management’s Portfolio EFZ Stock Details EFZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-27
Closed -$909 – 559
2023
Q4 		$909 Sell
27
-50
-65% -$1.86K ﹤0.01% 518
2023
Q3 		$2.91K Sell
77
-5
-6% -$183 ﹤0.01% 479
2023
Q2 		$2.93K Sell
82
-92
-53% -$3.35K ﹤0.01% 468
2023
Q1 		$6.41K Sell
174
-467
-73% -$17.6K ﹤0.01% 419
2022
Q4 		$25.6K Buy
+641
New +$27.2K 0.01% 311

Other funds holding EFZ

CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HW
Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

Atticus Wealth Management's EFZ Position: Q1 2024 in Review

Atticus Wealth Management sold out of ProShares Trust Short MSCI EAFE (EFZ) in Q1 2024, closing a stake of 27 shares — an estimated $909 sold.

Atticus Wealth Management first reported a position in EFZ in Q4 2022 and held it in 5 quarters. The position peaked at $25.6K in Q4 2022. 18 funds tracked by Wall St. Rank hold EFZ as of Q1 2024.

  • Atticus Wealth Management reported no remaining ProShares Trust Short MSCI EAFE position as of Q1 2024 after selling out during the quarter.
  • Atticus Wealth Management sold 27 ProShares Trust Short MSCI EAFE shares in Q1 2024, an estimated $909.
  • Atticus Wealth Management first reported a position in ProShares Trust Short MSCI EAFE in Q4 2022 and held it in 5 quarters.
  • Atticus Wealth Management's ProShares Trust Short MSCI EAFE position peaked at $25.6K in Q4 2022.
  • 18 funds tracked by Wall St. Rank held ProShares Trust Short MSCI EAFE as of Q1 2024.

Based on Atticus Wealth Management's 13F filing for Q1 2024, filed 17 Apr 2024.