AWM
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Atticus Wealth Management’s ProShares Short S&P500 SH Stock Holding History

Atticus Wealth Management’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
2023
Q3 		– Sell
-102
Closed -$5.66K – 607
2023
Q2 		$5.66K Buy
102
+1
+1% +$59 ﹤0.01% 444
2023
Q1 		$6.04K Buy
+101
New +$6.24K ﹤0.01% 423

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RAG
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WHG
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IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return

Atticus Wealth Management's SH Position: Q3 2023 in Review

Atticus Wealth Management sold out of ProShares Short S&P500 (SH) in Q3 2023, closing a stake of 102 shares — an estimated $5.66K sold.

Atticus Wealth Management first reported a position in SH in Q1 2023 and held it in 2 quarters. The position peaked at $6.04K in Q1 2023. 205 funds tracked by Wall St. Rank hold SH as of Q3 2023.

  • Atticus Wealth Management reported no remaining ProShares Short S&P500 position as of Q3 2023 after selling out during the quarter.
  • Atticus Wealth Management sold 102 ProShares Short S&P500 shares in Q3 2023, an estimated $5.66K.
  • Atticus Wealth Management first reported a position in ProShares Short S&P500 in Q1 2023 and held it in 2 quarters.
  • Atticus Wealth Management's ProShares Short S&P500 position peaked at $6.04K in Q1 2023.
  • 205 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q3 2023.

Based on Atticus Wealth Management's 13F filing for Q3 2023, filed 16 Oct 2023.