Baystate Wealth Management’s ProShares UltraShort S&P500 SDS Stock Holding History

Baystate Wealth Management’s Portfolio SDS Stock Details SDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$9.15K	Buy	+61	New	+$10.6K	﹤0.01%	742

Other funds holding SDS

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

BFIC

Bedell Frazier Investment Counselling Walnut Creek, California $495M AUM 29.32% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

GCM

Gunderson Capital Management Mt. Pleasant, South Carolina $370M AUM 211.56% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return

PAM

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

Baystate Wealth Management's SDS Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in ProShares UltraShort S&P500 (SDS) in Q4 2023: 61 shares worth $9.15K. The stake represents ﹤0.01% of the portfolio and ranks #742 among its holdings.

72 funds tracked by Wall St. Rank hold SDS as of Q4 2023.

Baystate Wealth Management held 61 shares of ProShares UltraShort S&P500 worth $9.15K as of Q4 2023.
ProShares UltraShort S&P500 was a new Baystate Wealth Management position in Q4 2023.
ProShares UltraShort S&P500 made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #742 holding.
72 funds tracked by Wall St. Rank held ProShares UltraShort S&P500 as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.